Product Inquiry

Created by Kevin Guo, Modified on Fri, 6 Mar at 3:17 PM by Kevin Guo

Purpose

Provide a centralized view for users to search, filter, and review product information. This module allows flexible querying, column customization, and exporting of product data for analysis or reporting.

Prerequisites

  • User has access to Master Setup.

  • Product records are already created in the system.

  • User has permission to view product data and export/print reports.


Steps

Option 1 – Search All Products and Filter from the Result Grid

  1. Navigate to Master Setup → Product Setup → Product Inquiry.

  2. Click Search.
    All products will be generated and displayed in the result grid.

  3. Use the wildcard search row under the column titles to refine results:

    • Enter *keyword* in the blank field under a column to search by keyword.

    • Example: typing *shoe* under Description will display products containing “shoe”.

  4. Click a column title to sort the results in ascending or descending order.

  5. Click the filter icon (top-right of the column header) to apply column-specific filters.

Quick Tip:
Use * as a wildcard to broaden searches (e.g., *shirt*, *ABC*).


Option 2 – Apply Filters Before Running the Search

  1. Navigate to Master Setup → Product Setup → Product Inquiry.

  2. Select the desired category filters:

    • Level 1

    • Level 2

    • Level 3

    • Level 4

  3. Select the product status:

    • Confirmed

    • Unconfirmed

  4. (Optional) Enable Create Date From / To checkbox and enter the date range.

  5. Enter a specific Product Code / SKU Code in the Product field if searching for a specific item.

  6. Click Search to display the filtered results.


Customizing Columns and Saving Layouts

  1. Click Show Column.

  2. Select or deselect the columns you want displayed in the result grid.

  3. Click OK / Confirm to apply the column selection.

  4. Click Save Format to save the current column layout.

  5. Enter a Format Description if prompted.

Quick Tip:
You can create multiple formats depending on your reporting needs.


Managing Saved Formats

  1. Click Search Format.

  2. Go to the Select Tab to choose a saved format.

  3. Set a format as Default if you want it to load automatically the next time you open the module.

  4. Go to the Maintenance Format tab to:

    • Edit and save a format description.

    • Delete unused formats.


Exporting or Printing Results

  1. After running a search, locate the Export and Print options in the top panel.

  2. Click Export to download the current view of the product list.

  3. Click Print to generate a printable version of the displayed results.

Quick Tip:
Export and print functions will only include the currently displayed columns and filtered data.


Notes / Tips

  • The wildcard search (*) allows flexible keyword searching across columns.

  • Sorting and filtering can be combined for more precise results.

  • Saved formats help users quickly switch between different column layouts for reporting or analysis.

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