agrē provides the option of either searching for a list of suppliers or finding one particular supplier.
Note
When you search for or find suppliers, any text boxes left blank are ignored.
Using the Search for Supplier Window
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Description |
Instructions |
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Click the Search toolbar button - or - Press ALT+S - or - Press ENTER |
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Click the New Search toolbar button - or - Press ALT+S - or - Press ENTER |
To search for a supplier
Open the Search for Supplier window.
The Search for Supplier window can be opened from many different menus and windows in agrē.
Depending on where you opened the Search for Supplier window from, some criteria may be unavailable to change (e.g., the active status).
Note
Entering criteria in the Search for Supplier window to refine your search is optional. However, the more specific your criteria, the more specific the search results. You can specify one or many pieces of information for which to search. If you click Search without entering any criteria, all active suppliers are listed. Depending on your suppliers, the search could result in a list of hundreds or thousands of suppliers. If too many suppliers are found, agrē asks you to narrow your search.
In the Quick Search box, enter any portion of the supplier name, alias, code, primary phone number, or contact.
Quick Search is available on select supplier searches.
In the Name box, enter any portion of the supplier’s name.
In the Contact Name box, enter any portion of a contact's name.
In the Supplier Code box, enter any portion of the supplier’s code.
In the City box, enter any portion of the supplier’s city.
In the Characteristics box, select the supplier characteristic.
In the Phone box, enter any portion of the supplier's phone number.
In the Product Code box, enter any portion of the Supplier Product Code.
Supplier Product Code Mappings are part of Manage Products on the Inventory tab.
In the Product Description box, enter any portion of the Supplier Product Code Description.
Supplier Product Code Mappings are part of Manage Products on the Inventory tab.
In the Active? box, optionally change whether to search for active suppliers.
“Yes” is selected by default. “Either” searches for active and inactive suppliers.
In the Is Delivery? box, optionally change whether to search for trucking/delivery companies.
“Either” is selected by default. “Yes” searches for suppliers with "This is a trucking/delivery company" checked.
Click Search or press ENTER.
The search results are shown.
Using the Find Supplier Window
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Description |
Instructions |
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Click the Find toolbar button - or - Press ALT+N - or - Press ENTER |
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Select a supplier from the Supplier List and then click Use Selection - or - Select a supplier from the Supplier List and then press ALT+S - or - Press ENTER |
or 
To find a supplier
Open the Find Supplier window.
The Find Supplier window can be opened from many different menus and windows in agrē. Depending on where you opened the Find Supplier window from, some criteria may be unavailable to edit (e.g., the active status).
Tip
Entering criteria on the Find Supplier window to refine your Supplier List is optional. However, the more specific your criteria, the more specific the results. You can specify one or many pieces of information for which to find. If you click Find without entering any criteria, all active suppliers are listed. Depending on your suppliers, the search could result in a list of hundreds or thousands of suppliers. If too many suppliers are found, agrē asks you to narrow your search.
In the Quick Search box, enter any portion of the supplier name, alias, code, primary phone number, or contact.
Quick Search is available on select supplier searches.
In the Name box, enter the supplier’s name.
In the Code box, enter the supplier’s code.
In the Contact Name box, enter the name of the supplier’s contact.
In the City box, enter the supplier’s city.
In the Characteristics box, enter the supplier characteristic.
In the Phone box, enter the supplier’s phone number.
In the Product Code box, enter any portion of the Supplier Product Code.
Supplier Product Code Mappings are part of Manage Products on the Inventory tab.
In the Product Description box, enter any portion of the Supplier Product Code Description.
Supplier Product Code Mappings are part of Manage Products on the Inventory tab.
In the Address box, enter the supplier’s address.
In the Province box, enter the supplier’s province.
In the Country box, optionally change the supplier’s country.
The appropriate country is selected by default after the province has been entered.
In the Active box, optionally change whether to search for active suppliers.
“Yes” is selected by default. “Either” searches for active and inactive suppliers.
In the Is Delivery box, optionally change whether to search for suppliers with "This is a trucking/delivery company" checked.
“Either” is selected by default and searches for delivery and non-delivery suppliers.
Click Find or press ENTER.
The search results are shown in the Supplier List on the Find Supplier window.
In the Supplier List, select the supplier and then click Use Selection or press ENTER.
The selected supplier is displayed.