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--- cats:procedures:quicksearch [2022/12/08 17:20] – created jen
+++ cats:procedures:quicksearch [2023/02/05 04:01] – wiki_admin
@@ Line 1: / Line 1: @@
 ====CATS Quick Search Feature====
+CATS has a search feature that can be used to quickly search and pull up the item/procedure you are searching.
+Access invoices, contracts, accounts, traffic forms from the quick menu interface by entering the identifier.
+Users can do this one of two ways: Search all skills or enter the one-character code for the "skill".
+===Access Quick Search (all skills)===
+There a few ways to access this feature. Go to **? > Search** or press **F5 (Ctrl + F5 on web-based)** while in CATS.
+This will pull up a search bar.
+[{{:cats:procedures:quicksearch_enterterms.png?|Enter a search term in the box}}]
+Enter a search item term and CATS will give a list. Click on the item and continue as usual.
+[{{:cats:procedures:quicksearch_search.png?|Search terms}}]
+(For example, search the term **add contract** and go directly to adding a contract)
+[{{:cats:procedures:quicksearch_addcontract.png?|Search add contract to pull up adding a contract}}]
+===Use One Character Skill Code===
+Accessing Invoices, Contracts, Accounts, Traffic Forms from the quick menu interface by entering the one or two-character skill code and then a space followed by the search criteria for that skill.\\
+Skill character codes:\\
+  * Accounts "a": find counter-party accounts by account code.
+    * (example) **"a BREW"** lists accounts that start with "BREW".
+  * Reports "r": list user designed reports by their save name.
+    * (example) **"r MTM"** lists all reports saved with "MTM" in their name.
+  * Invoices "i": find active purchase/sale invoices using counter-party account code and/or invoice number.
+    * (example) **"i 515"** lists all invoices with numbers starting with "515".
+    * (example) **"i BREW"** lists all invoices for counter-parties with account codes that start with "BREW".
+    * (example) **"i 515 BREW"** lists all invoices with numbers starting with "515" for counter-parties whose codes start with "BREW".
+  * Contracts "p" or "s": find contracts using counter-party account code or contract number.
+    * (example) **"s 160112"** finds the sale contract with number "160112".
+    * (example) **"p BREW"** finds purchase contracts for sellers whose account code starts with "BREW".
+    * (example) **"p BREW 231"** finds purchase contracts for counter-parties whose account code starts with "BREW" with a contract number that starts with "231".
+  * Delivery Order "do": list delivery order traffic forms by counter-party account code or DO number.
+  * Sampling Order "so": list sampling order traffic forms by counter-party account code or SO number.
+  * Shipping Advice "sh": list shipping advice traffic forms by counter-party account code or SH number.
+  * Shipping Instructions "si": list shipping instruction traffic forms by counter-party account code or SI number.