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Introduction

The standard product search in appero quote allows you to search by product name, product code and unit of measure. If you have search criteria that go beyond this, we recommend the advanced product search.

The advanced product search is located behind the funnel icon next to the product search input:

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Range of functions

You can use the advanced product search to include additional (custom) fields that you have maintained on your product record. The following field types are covered:

• Text

• Selection listPicklist

• Checkbox

• Number

• Currency

• Date

• Lookup

For configuration see the corresponding section in the Administration area.

Application

The advanced product search works simultaneously with the normal search input, the results of the filtering are displayed in the product bar upon confirmation of the dialog.

Icon	Function	Explanation
Image RemovedImage Added	Full text search on text fields	By default, the Description field is stored, query other custom fields if needed.
Image RemovedImage Added	Filter on a picklist field	You can store any picklist fields on the product2 as search criteria.
Image RemovedImage Added	Filter on a checkbox	Please note that checkboxes in the detailed search are also displayed as picklists to avoid pre-filtering for true or false.
Image RemovedImage Added	With Apply you confirm the entered filter criteria	The search results are displayed immediately in the product bar.
Image RemovedImage Added	With Reset you delete existing filters.	Entered filter criteria remain active in the search until reset.
Image RemovedImage Added	Close the input window.	Otherwise, the window remains open and can be adjusted as desired.

For better orientation, the set filters are displayed below the product search:

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Related links

Configuration of the Advanced Product Search