Searching and Sorting Tips

In HirePOS, efficient search and filtering functionalities are essential for finding specific information quickly and accurately. By utilizing the various filters and sort methods available, users can streamline their workflow and access the data they need with ease. This guide provides an overview of how to effectively use search, filters, and sorting features in HirePOS to enhance productivity.

It is crucial to select the appropriate screen for the type of information you are looking for. Here are some guidelines:

• Items: Use the Setup > Items screen when searching for items.

• Invoices: Utilize the Sales/Hire > Find Sales/Hire screens for locating invoices.

• Find Sales/Hire by Item: If you know the items on an invoice but not the customer, use this screen.

• Find Sales/Hire by Location: When you know the job location but not the customer, use this screen.

Filters are powerful tools that help narrow down search results. Make sure to apply relevant filters to focus on specific categories of items, customers, or record types. Always check your filters if you are unable to find the desired information.

Note: Active filters are indicated by a red filters button.

In most list screens, you can sort data by columns by clicking on the column header. Clicking multiple times toggles between ascending and descending order. This feature allows you to organize records based on criteria such as date, name, or invoice number.

The Find Sales/Hire screens enable users to search for customer sales records within HirePOS. There are three variants of the Find Sales/Hire screen:

• Find Sales/Hire

• Find Sales/Hire By Location

• Find Sales/Hire By Item

Each screen offers various filters to refine search results based on specific criteria.

While each screen may have unique filters, some fields are common across all screens:

• Customer: Searches by the billing customer.

• Staff: Searches by staff member.

• Invoice Category: Searches by invoice category.

Filters can be accessed by clicking the Filters button at the top right of the screen and disabled by clicking the X button next to it.

On all Find Sales/Hire screens, users can search by record type using tabs below the filters. Date filters allow selecting a date range (Date From > Date To) and can be customized to filter by different date fields such as invoice date, event date, quoted date, etc.

Note: "Invoice Dates" refer to the date the record is set for other sales record types like quotes and bookings.

For more detailed information, refer to the Sales/Hire > Find Sales/Hire article.