The Find and add to cart screen was designed to ...

  • Answer common questions like, "Where are our generators?" and "How much conduit do we have at the warehouse?"
  • Run common reports, like a list of everything at a job.
  • Provide an easy way to order items on a computer, smart phone or tablet.

The Tracker's second order-entry screen, Fast add to cart, was designed for fast, high-volume order entry by people who know their organization's item numbers and descriptions.

The Find and add to cart screen offers some features that aren't in Fast add to cart:

  • Common reports
  • A fast way to add a group of items to your cart, for example, everything at a job
  • Tool and equipment photos

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 total number of items your organization has with that description.

Find and add to cart screen on a computer

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, click the Tools icon in the grid menu then Grouping.


Grouping menu

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.

Find and add to cart grouped by assignment

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

  • Click the Find and add to cart icon in the main menu.
  • Click the Search icon in the grid menu.

  • Details grid searches menu


  • Follow the instructions for quick and complex searches in searches.

FIND ITEMS ON A SMART PHONE OR TABLET

  • Touch the Find and add to cart icon in the main menu.

  • Mobile find order screen

  • The search field near the top of the screen changes, depending on how the data is grouped and the level you're on. In this example, the data is grouped by descriptions then assignments and we're at the top (descriptions) level.

  • Mobile find order search

  • Search for descriptions by typing in the Search descriptions field. The search looks for descriptions that contain the characters you type, for example, descriptions that contain the letters 'ge'.

ADD AN ITEM TO YOUR CART

  • Find the description, assignment, secondary assignnment or item you want and click or touch the cart icon to its right to add it your cart.
  • You can add items to your cart from any level. If, for example, you want a generator but don't care where it comes from or which generator is sent, click the cart at the description level. If you know where an item is coming from or which item is being shipped, click the cart at the assignment or item level.
  • The data added to the cart depends on how the data is grouped and the level you're on. If, for example, the data is grouped by descriptions then assignments and you're at the second, assignments, level, clicking the cart to the right of an assignment will add that assignment and the description one level up to the cart.

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 avilable on smart phones or tablets.

  • Click the plus sign to the right of a description, assignment or secondary assignment (the plus sign doesn't appear to the right of items). Everything below that description or assignment (if you drilled down) will be added to the cart.
  • The data added to the cart depends on how the data is grouped and the level you're on. If, for example, the data is grouped by assignment then description and you're at the top, assignments, level, clicking the cart to the right of an assignment will add everything at that assignment to the cart.

RUN REPORTS

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).

  • Click the Reports icon in the grid menu.
  • Follow the instructions in reports.

VIEW PHOTOS

  • Click the camera icon in the ACTIONS field to the right of a description.
  • Find and add to cart grouped by assignment

ADD PHOTOS

The photos that appear in the Find and add to cart screen are entered in the Descriptions screen.

  • Click the Data icon in the main menu then Descriptions.
  • Select the description you want to add a photo to then click the Tools icon in the grid menu, Attachments, Add new attachment.
  • Click Choose file, navigate to the photo you want to upload and click Open.
  • Click the Photo checkbox then Upload.

CHANGE GROUPING

  • Click the Tools icon in the grid menu then Grouping.

  • Grouping menu
  • 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.

FIELDS

  • The fields in the Find and add to cart grid can't be changed by users. The order of those fields changes, depending on the grouping chosen.

  • (Find and add to cart grid) DESCRIPTION.
  • (Find and add to cart grid) ASSIGNMENT.
  • (Find and add to cart grid) SECONDARY ASSIGNMENT. Appears only if your organization manager has selected one or more secondary assignments in preferences.
  • (Find and add to cart grid) ITEM.
  • (Find and add to cart grid) QUANTITY.
  • (Find and add to cart grid) ACTIONS. Click the camera icon to display a photo, the cart to add an item to the cart and the plus sign to add a group of items to the cart.