There are 2 ways to search for an item in blgCloud.
- General search
The first method is to search for an article using the general search engine. To do this, you need to enter either the article designation or reference in the general search field. In the example below, we're looking for the item with the designation "Plug for coupler fem." with the reference number P508306.
1.1 Search by designation
1.2. Search by reference
This gives you access to all objects (company, contact, co-ownership, opportunity, sale, item, material...) for which you have viewing rights. You can also filter directly on the item object by clicking on the concerned item, as shown in the screenshot below.
2. Filter motor
2.1. Search by designation
The system then filters the list of items according to the criteria entered.
Note that the filter engine can be used for multi-criteria searches. It is also possible to memorize search criteria, to avoid having to re-enter information already entered in the past.
2.2. Search by reference
To search by reference, follow these 3 steps :
- Click on the "Ref" field in the filter engine;
- Select the filter mode: "equals", "begins with", "contains" or "ends with". Note that the system is positioned by default on the choice "Begins with".
- Enter the item reference you are looking for in the input field just displayed.