Keystroke Point of Sale Help


Sales Manager - Menus - Transaction - Search

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The Sales Transaction Search function is a very powerful feature available in both Keystroke and Keystroke Advanced. It provides the ability to display a list of transactions based on defined parameters including Customers, individual Inventory items (plus Matrix Code if one exists), and even Serial Numbers. The Sales Transaction Search Parameters define default search settings.

On the Transaction Search results screen, each transaction can be highlighted and its contents displayed in full detail directly above the search list. The entire Transaction Search function runs without affecting the Sales Transaction currently being entered. To return to the Search for Transaction settings screen from the Search results screen (to change the search settings) press [F8].

Trans Types
Select the Sales Transaction Types to include in the search by choosing them from the list and pressing [Enter] or [Space] to either include or exclude them.

Start Date
The Start Date defines the starting date from which the Transaction Search begins. In most cases, the date entry text should be used ("-3M" for back 3 months) instead of an actual date.

End Date
The End Date defines the date on which the Transaction Search stops searching. In most cases the End Date is left blank (to include the current day), but the date entry text -1D may be appropriate (to exclude the current day).

Customer
Select the Customer to include in the search.

Store # (Keystroke Advanced only)
Select the Store Number to include in the search. Note: Multi-Store must be set up for the the Search function to be able to search a specific store number's data set. If Store # is left blank (Null) then it searches all stores marked as searchable (those stores with the Store Setup, "Include in Sales Trans Search" parameter enabled).

Transaction Number
Enter the Transaction Number (and sub letter if needed) to include in the search. Use "%Current%" to use the currently selected transaction.

Item ID
Enter the Inventory Item to include in the search. Use "%Current%" to use the currently selected Inventory item (the Inventory item currently selected in the Inventory Lookup list or, if the Inventory Lookup list is not currently in use, then the Inventory item selected on the current Purchase Transaction).

Keystroke Advanced Only Feature - Use in Macros

Keystroke Advanced v7.1 adds the ability to display the Transaction Search using Macros and/or Toolbar Buttons. This allows a wide variety of search types to be predefined and launched with the press of a single button or key combination. Suggested uses include showing previous transactions for the current customer and/or for the currently highlighted line item. For stores that often manually enter prices, this function can be used to quickly set the price of a line item to a price previously offered.

SalesEntryCommand: TransactionSearch - The Transaction Search function is controlled through the macro function "SalesEntryCommand: TransactionSearch". Unless otherwise specified, the search settings will be the same as those displayed when the Transaction Search function is accessed through the Transaction menu. Any of the search settings can be changed by the Macro by specifying them as parameters on the Macro line.

Note: If more than one parameter is used, they must be separated by a comma and a space (", "). The following parameters are supported:

ConfirmSettings=Yes
Normally, when the Search function is called from a Macro, Keystroke immediately displays the list of transactions (bypassing the Search Parameters screen). This parameter forces the Search to stop on the settings screen for confirmation or changes. If this parameter is not set, [F8] can be pressed from the Transaction List to go back to the Transaction Search Parameters screen.

TransTypes= Enter the Sales Transaction types to include in the search . Identify them by Name, ShortName, or Abbreviation field (use "(All)") for all types. If specifying more than one type, separate them with a comma but no space (",").

Start Date=
The date entry text should be used ("-3M" for back 3 months) instead of an actual date.

End Date=
The date entry text should be used("-1D" to exclude the curent day) instead of an actual date.

Customer=
Enter the Customer to include in the search. Use "%Current%" to use the currently selected Customer (the Customer currently selected in the Customer Lookup list or, if the Customer Lookup list is not currently in use, then the Customer from the current Sales Transaction).

Store= (Keystroke Advanced only)
Enter the Store Number to include in the Search. When Multi-Store is set up the Transaction Search function can specify the store to be included in the search. If the Store # field is set to a number, then the search function searches only that store's data set. If it is left blank (Null) then it searches all stores marked as searchable (the Store Setup, "Include in Sales Trans Search" parameter is enabled). The Store # field is also available with the TransactionReturns Macro.

Transaction Number=
Enter the TransactionNumber (and sub letter if needed) to include in the search. Use "%Current%" to use the currently selected transaction.

Item ID=
Enter the Inventory Item to include in the search. Use "%Current%" to use the currently selected Inventory item (the Inventory item currently selected in the Inventory Lookup list or, if the Inventory Lookup list is not currently in use, then the Inventory item selected on the current Sales Transaction). Using "%Current,SelectPrice%" changes the price of the current line item to that item's price if a Sales Transaction is selected in the Transaction Search.

StockNumber=
Same as Item= but forces search by Stock Number.

ProductCode=
Same as Item= but forces search by Product Code).

DisplayFile=
The detail screen that displays the currently selscted transaction is controlled by a display file. The default file is TrnSrch.xml located in the Keystroke\Data folder. The display file can be changed to an alternate or custom display file using this command. (The path can be entered and is relative to the Data Directory. If an extension is not specified then ".xml" will be added to the file name).

MaxRecords=
Sets the maximum number of Sales Transactions that can be displayed (and searched for). The default setting is 1000.

Examples:

SalesEntryCommand: TransactionSearch, TransTypes=(All), TransNumber=%Current%
Displays a list of all the transactions associated with the current transaction, either the one on the screen or from the Sales Transaction Lookup list from the Edit/View/Print function.

SalesEntryCommand: TransactionSearch, TransTypes=Invoice, Customer=%Current%, Item=%Current,SelectPrice%
Displays all Invoices that include the currently selected customer and inventory item. Pressing [Enter] on any of the Transaction Search results copies the price of the item from the old Invoice to the current Transaction.

SalesEntryCommand: TransactionSearch, TransTypes=Invoice, Contact=%Current%
Similar to Customer=%Current% but will also restrict the display to only the current Contact (if there is one). Note: the Customer=%Current% parameter is automatically set if Contact=% Current% is used (e.g. "Customer=%Current%, Contact=%Current%" and "Contact=%Current%" work the same).

See:

Sales Manager Contents

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