5.6.3. Search for Vendor

To search for a Vendor, select the "Search for Vendor" option. The following screen will appear:

Search for Vendor

When searching to retrieve Vendor information from the database, you are presented with the following options:

Search for: Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Hitting the TAB key activates the search operation.

Search through

Specify which of the following criteria you want to include in the search:

Search Vendor Type

Select to search by Vendor Type—then specify which Vendor Type to use.

Show Inactive Vendors

Select to show inactive Vendors as well as active Vendors. By default, inactive Vendors are not displayed.

CRM Accounts

Display will show search results for Vendors, using specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
EDIT: Enables you to edit highlighted Vendor. The edit screen is the same as that for creating a new Vendor—except that when editing, the fields will contain Vendor information. Double-clicking on a Vendor will also bring you to the editing screen.
VIEW: Highlight a Vendor and then select this button to reach a read-only view of the "Edit" screen.

Right-clicking on a Vendor in the Vendor list enables you to select from the following menu options:

View: Highlight a Vendor and then select this button to reach a read-only view of the "Edit" screen.
Edit: Enables you to edit highlighted Vendor. The edit screen is the same as that for creating a new Vendor—except that when editing, the fields will contain Vendor information. Double-clicking on a Vendor will also bring you to the editing screen.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.