The Find and add to cart screen was designed for people who use the Tracker occasionally and aren't real familiar with their organization's item numbers and descriptions. Use the Find and add to cart screen to ...
You can add items to your cart from several other screens, including Item assignments and Fast add to cart, which was designed for people who use the Tracker often and are familiar with their organization's item numbers and descriptions. Use the Fast add to cart screen for fast searches and high-volume order entry.
The Find and add to cart screen offers some features that aren't in Fast add to cart:
You can't change the fields in the Find and add to cart grid. If a field you want in a report or search isn't in Find and add to cart, use the Item assignments screen. Item assignments displays the same data as Find and add to cart but can be customized by users.
The Find and add to cart screen groups data. The default (Group by description then assignment displays descriptions at the top level. The number to the right of each description is the number of items with that description that match the current search.
In this example, we've clicked the plus sign to the left of 'compressor' to open the second, assignment level, then the plus sign to the left of 'Job: 1 job 1' to open the third, item level.
To change the grouping, clickthe Tools icon in the grid menu then Grouping (if you're on a computer).
Grouping options are listed at the top (including No grouping). If a grouping option is on, Collapse all closes all opened groups and Expand all opens all closed groups.
Group by assignment then description puts assignments at the top level.
These screen shot are from a computer. Screen shots from a smart phone are in the Find items and Order items sections of the help overview.
FIND ITEMS ON A COMPUTER
FIND ITEMS ON A SMART PHONE OR TABLET
ADD AN ITEM TO YOUR CART
QUICKLY RE-ORDER ITEMS
If you're using the default grouping and search (pictured above) and want to re-order items for a job, fill in a job number in the default search then click or touch the cart icon to the right of the descriptions you want to re-order.
If you're not using the default by description then assignment grouping, clickthe Tools icon in the grid menu, Grouping (if you're on a computer), then Group by description then assignment. If you're not using the default search, click or touch the Search icon in the grid menu then enter description and (job or site).
ADD A GROUP OF ITEMS TO YOUR CART
Adds all the items in a group to your cart, for example, everything at an assignment. Not available on smart phones or tablets.
Reports run form the Find and add to cart screen include commonly-requested data, for example, a list of items at a job. Like most Tracker reports, they include the fields that are displayed on-screen and, if a search is active, just the results of that search. Unlike momst Tracker reports, they can't be modified by users. If a field you want in a report or search isn't in the Find and add to cart screen, use the Item assignments screen, which displays the same data as Find and add to cart and can be customized.
Find and add to cart reports appear with expanded groups, whether or not those groups have been expanded on-screen, and are sorted, if the data is grouped, ascending by the first then the second, third and (if used) fourth levels, regardless of the on-screen sort (if the data isn't grouped, the report is sorted as it is on-screen).
The photos that appear in the Find and add to cart screen are entered in the Descriptions screen.