Searching in the Work in Progress Window
To search for orders in the Work in progress window:
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From the Main shortcut bar, select Work in Progress, Saved Estimates, to open the Work in Progress window.
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Select a tab based on what you are searching for:
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If you are searching for an estimate, select the Saved Estimates tab.
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If you are searching for a repair order, invoice, or counter sale, select the Work in Progress tab.
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If you are searching for a cashiered order, select the Cashiered tab.
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In the Filter By drop-list, select Personal, Business, or Show All.
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In the Search By drop-list, select the appropriate option.
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Example: Estimate or Customer Name.
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Type the initial number or letter to search for in the Search By text box.
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Note: For the search criteria Phone (Last 4), enter the last four digits of the phone number.
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Result: The list displays with only those items that match the Filter By selections.
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The selected column is sorted in ascending (first to last) order and the first matching entry highlighted.
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Note: When the filtering is complete, the status bar at the bottom of the window shows Done, as well as the number of matching records found.
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