Search
  • 18 Mar 2024
  • 2 Minutes to read
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Search

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Article summary

Everything in Connect starts with a search. Our new search feature is intuitive and easy to use! After you select a customer, you can choose what you would like to do with that customer. You can search by the methods listed below:

  • Customer: This is the default search method. There are many ways to pull up a customer.

    • Search by first name, last name, email address, or phone number.

    • Scan an order, HSL, or anything that you typically scan, and the customer associated with it will populate. If you scan a Quick, it will go too the detail screen.

  • Order: Scan or enter an order to search for it.

  • Item: Scan or enter the item ID or HSL to pull up that item.

Advanced Search

With advanced search, you can search for nearly anything to find what you need! You can search for one field, or all fields. Once you've entered information into a field, the search button will be enabled. Advanced search is available for customers and items.

  1. On the search screen, choose what you want to search for from the drop-down menu. You can choose either Customer or Item.

  2. Click on the Advanced Search icon to the right of the search bar.

  3. Use whichever search term you need, within the parameters, to find what you're looking for. Customer and Item have different fields available for searching. Select a term to view the available search fields:

    Customer

    • Search:

      • Active or Inactive: Toggle the switch to search for customers that are currently active or customers that are inactive.

      • Any Term or All Terms: Toggle the switch to search any term or all terms.

    • Store: The location the item was processed

    • ID: The Customer ID located in the customer's account under Details > General

    • Name: First or last name

    • Phone: A phone number with or without parenthesis or hyphens

    • Address: The customer's address

    • Email: The customer's email address

    • Other Contact: The names of any other contact associated with the customer's account

    • Extended Lookup: Any of the extended lookup descriptions that the customer is tagged with in SPOT

    Item

    • Search:

      • In Process or All Items: Toggle the switch to search for items currently in process or all items.

      • Any Terms or All Terms: Toggle the switch to search any term or all terms.

    • Store: The location the item was processed

    • Date Range: A range of dates that the item was processed within

    • HSL Range: A range of HSL numbers that the item should fall within

    • Department: Dry Cleaning, Laundry, or other departments your store uses

    • Category: Men's, Women's, Sports, and other categories your store uses

    • Item: Shirt, Pants, Regular, or other item types

    • Brand: The brand of the item you're looking for

    • Modifiers: Colors, patterns, or other modifiers


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