To search for items, go to Catalog > Items. You can search for and filter items using the following options:
Search: Type a search text in the field. The text search looks for items with the search text in the name, print name, code, or barcode of the item.
Subgroup: View the items of all subgroups, select a specific item subgroup, or view items that do not belong to any subgroup. The child subgroups of the selected group are also included in the results.
Clinic location: View the items of a specific clinic location.
Type: Use the drop-down list to filter items by type — Medicine, Procedure, Supply, Food, or Laboratory. Leave unselected to view all types.
Item statuses: View All, Active, or Archived items by using the filter buttons on the right hand side, placed over the item table.
Wholesaler: View items associated with a specific wholesaler.
Last updated: Filter items by when they were last updated.
Note: Select all only selects the items shown on the current page. To select items on additional pages, navigate to each page and select them there — items already selected on other pages stay selected. For large-scale changes across many items, updating via file import can be faster — see Update Wholesaler Items From an Excel File.
TIP: You can also search for items using the super search field in the top menu bar on any page. This may be useful when you need to quote a price on an item quickly, for example, while on the phone with a client. The super search shows you the price of the item without having to open another window.
Select the Columns button to choose the columns to show in the list. For example, you can show the Print name column to see the name used on printed documents. To save your selected filters and columns so that the same selections are applied the next time you view the item list, select the wrench tool button > Save filters.
You can mark item lines by clicking on the item row, or use the Select all button to mark all items on the current page. When one or more items are selected, the item row changes colour and an action bar appears at the bottom of the page. Use the Actions drop-down menu in this bar to perform bulk actions on the selected items, such as archiving or editing items in bulk.
To export your search list to an Excel file or send an item list export by email, select an option from the Export drop-down menu.