Lookup Screen Search Preference Buttons

All lookup screens in ReSource Partner allow you to set the way you want these screens to operate.

• Choose Incremental Search to scroll through the list as you type.

• Scan Barcode will wait until you type or your scanner an Enter key, and will then look for an exact match.

• The default selection for these buttons is always Incremental Search, unless the Sort button contains the word ”r;Scan”, in which case Scan Barcode is the default. You easily switch methods by clicking the desired button, or using the keyboard shortcuts + for Incremental Search, or * for Scan Barcode.

Inventory Item Lookup Buttons

This preference, located at FILE | Program Setup | Store Information | General Tab , Miscellaneous Options, allows users to set the way they lookup inventory item most often.  Whatever button is selected will be the choice the software will assume.  Of course, you can override the choice by clicking any of these buttons during a transaction.

Search Priority Buttons

The buttons along the top of the Lookup window allow you to choose what piece of information you wish to search.  When you click on a button, it will group the list by the column selected.  For instance, if you are looking for a company name, click the Company column header.  It will highlight in yellow.  Type the first few characters of what you are searching for.  ReSource Partner will search down to the matching records that contain those letters.

In the example shown here, we know that the company name is Customer Real Estate.  Click on the Company button, type C - U - S - T and ReSource Partner searches down the list to find records that start with those letters.

Date Selection/Filter Menus

On some screens you can expand or limit the date range for which items are displayed.

In Receipt Lookup, by default the list shows the current month and the prior month.  

To view additional time periods you have options to modify these limits

Lookup Menu

Each lookup screen has filters you can apply.

For instance, on the Customer Lookup screen, you can modify the listing by Address or Status.  

Other lookup screens have similar choices

Lookup Buttons

At the bottom of lookup windows are additional control buttons

• Search: Type in Search Criteria and click this button to Search All records.  This leaves filters in place.

• Show All: Removes any filters in place on the lookup window

• Use: Click to select a record and use it

• New: Click to create a new record

Use Same Number For Customer, Reference, Scan, And Phone In Customer Database:  This is set at FILE | Program Setup | Store Information | General, Miscellaneous Options.  Check this option to use the same number to lookup customers at all lookup screens

If this is checked the number entered in the Reference field will automatically be applied to the other fields listed. if unchecked, the program will not assume an entry for the fields listed.

Item Selection Default:  This preference, located at FILE | Program Setup | Store Information | General, Miscellaneous Options, allows users to set the way they lookup inventory item most often.  Whatever is selected will be the choice the software will assume you wish to start with.

Use Customer Lookup As Front Page:  You can set the POS system to automatically open Customer Lookup at the end of each transaction.  This is done so that the customer window is already available to start a new transaction.

• Go to File, Program Setup, Store Information

• Choose the General Tab

• Choose the Miscellaneous Options Sub-tab

• In the Customer and Address Entry and Lookup options section in the lower left

• Check the Use Customer Lookup Screen as Front Page option.

Shipping Address Lookup Filtering:  You can set a filter on which Shipping Addresses are displayed, and how they are displayed.  

See the Ship To Lookup and Process Options topics for more information about this.