What is the Find Parts screen?
The Find Parts button will allow you to do the following:
- Search for Parts by Year, Make, Modelm Part #, etc.
- Check Prices and Inventory Levels
- Create Quotes and Sales Order
- See Sales History Information
Quick Start Information
See image below to see all the buttons, fields, and features on the Find Parts screen:
Common Scenarios
How do I search for a Customer by Phone #, Street Address, Customer #, etc?
The search field in our system is designed to provide fast, relevant results by focusing initially on the most commonly used field—Company Name. If no matches are found, the system intelligently offers to expand the search to include additional fields, allowing you to find what you're looking for with minimal effort.
Primary Search (Company Name Only)
- When you enter a search term, the system first looks for matches only in the Company Name field.
- This provides quick results from the most relevant dataset, reducing unnecessary noise.
No Results Found? You’ll Be Prompted
If the system does not find a match in the Company Name field, it will display a prompt: “Cannot find value. Do you want to search in other fields as well?”
Clicking "Yes, search it" will re-run the search across additional fields, such as:
- Contact Name
- Phone Number
- Address
- Customer Number
Expanded Search (Optional)
- Once the broader search is performed, the system will display any relevant matches across all searchable fields.
Why This Design?
This is known as a Progressive or Tiered Search Pattern, and it offers several benefits:
- Speed: Faster searches when results are likely to be found in the Company Name.
- Clarity: Keeps initial results clean and easy to scan.
- Flexibility: Still allows you to dig deeper without needing to run a completely separate search.
How do I create a new customer from the Find Parts screen?
- Click on the arrow down button on the Ship to or Bill to Customer field to see the customer list and below it would be the +Add New button which will allow you to create a new customer.
How do I open a customer record from the Find Parts Screen?
- Click on the magnifying glass icon beside the Ship to or Bill to Customer field to open the customer record of the customer selected.
How do I open an Item record from the Find Parts screen?
- Click on the magnifying glass icon beside the item number to open the item record.
How Do I Customize the Table View in the Find Parts Inventory List?
The inventory list in the Find Parts screen is fully customizable, allowing you to adjust how information is displayed to improve visibility and ease of use. Below are the customization options available:
- Adjust Column Widths
- You can resize any column by hovering your mouse over the divider line between column headers. When the resize cursor appears, click and drag to adjust the width.
- Show or Hide Columns
- To control which columns are visible:
- Click the settings icon located at the top right above the table.
- Under the “Show/Hide Columns” section, a list of available columns is shown.
- Check the boxes to show a column, or uncheck to hide it.
- Reorder Columns
- To rearrange the order of columns:
- Click the settings icon above the table and enable the “Column Repositioning” option.
- Once enabled, you can click and drag any column header to a new position.
- This allows you to customize the table layout to improve visibility and ease of use.
- Select Number of Rows to Display
- To control how many rows appear per page:
- Click the settings icon above the table.
- Under the “# of Rows to Display” section, choose from: 10, 25, 50, or 100 rows.
- This setting helps you manage how much data is visible at once to improve visibility and ease of use.
Related Settings
How do I Add, Edit, or Remove the Quick Category Search Buttons?
The Quick Category Search Buttons in the Find Parts screen lets you instantly filter parts by category with a single click. Instead of manually typing or selecting filters, just click on a category to quickly view all parts within that group. It’s a fast and easy way to narrow down your search and find the right item.
1place allows you to customize the Quick Category Search Buttons based on what you use most frequently. Follow the steps below to add, edit, or remove Quick Category Search Buttons:
- Open the Find Parts Screen Settings. Click the gear icon in the upper-right corner next to your username. This should take you directly to the Find Parts Screen Settings. (If you're not redirected, navigate manually to Setting Type > Sales > Find Parts.)
- Locate the Quick Category Buttons Section. Scroll down to find the section labeled Find Parts (Auto) Quick Category Buttons.
- Arrange or Remove Categories
Use the available action buttons to reorder or remove any category buttons as needed. - Edit Related Categories
In the Related Category column, select the category you want to associate with each button. This determines which parts are shown when the button is clicked. - Customize Category Button Titles
In the Category Button Title column, enter the label you want to appear on the button.
