Finding a line on a memo or invoice
A memo can run to hundreds of pieces. Every memo, invoice and memo return has a Find in lines box in the bar above its items (next to the Line Items tab). The bar stays on screen as you scroll, so with Hide details on the box is always at hand while you work down a long list. Every column can be sorted.
Find in lines
Type into the box:
- a stock #, with or without the leading zeros or
#(13397,013397and#013397all find the same piece) - a style #
- a word from the description, such as eternity or emerald
- on a memo, your own memo Ref #
The list narrows as you type and shows how many lines match (for example 3 of 512). Clear the box to see every line again.
The best matches come first, the same way the inventory lists rank a search: the piece whose stock # is what you typed, then a stock # that starts with it, then a style # (or memo Ref #) that matches, and then everything else, such as a cert number in a description. Nothing is hidden: if 2218 is also part of another diamond’s GIA number, that line still shows, just below stock #2218. Within each group, your column sort still applies.
The search only changes what you see. The memo or invoice totals, the tax, and anything you have ticked are always worked out from every line.
Sorting
Click a column heading (Stock #, Description, Qty, Ct Wt, Price, Status and so on) to sort by it. Click it again to reverse the order, and a third time to go back to the document’s own order. In that order, stones set in a mounting sit under their mounting, and grouped sets show grouped.
Opening at the line from an item’s History
On an item’s History tab, click a memo, invoice or memo return to peek at it, then click Open Full. The transaction opens scrolled to that item’s line, with the line highlighted, so on a long memo you don’t have to hunt for it.
Good to know
- Find in lines and sorting are on the computer and tablet view. On a phone the items show as a read-only list.
- On a memo, Select all ticks only the open lines the search is showing, so you can find a group of pieces and return or invoice just those.
A customer’s items out on memo
A customer’s Items out on memo screen (from their record, or the customer list’s quick action) lists every piece they still have, across all their memos. Its search box works the same way: stock # matches come first, then style # or memo #, then the rest, and every column (Memo, Date, Item, Description, Type, Qty, Price) sorts. Scanning a tag there still ticks that piece and clears the box for the next scan.