Navigation:  Key Concepts > Management Topics > Saved Queries

Use this option If you are frequently searching for the same types of items or customers.  You may create an unlimited number of queries, save them, and use them later.

Unlike Locate on the Customer or Inventory Center, you can evaluate several fields of information at the same time.

Query - a filtering device for limiting the results of a search or report.  From several places in POSitive you can choose to "apply a query" to the work being done.  The query can be simple: one field with one search criteria, or more complex involving multiple fields of information.  The query can be named and saved for future use.

1) Choose a Field from the List Of Fields

Your Query could involve Customers, Inventory, or Invoice History.  Review the options relative to your specific needs.

Here is an alphabetical listing of available INVENTORY fields:

 Allow Discount - the item has been flagged to allow discounting
 Category - the name of a category
 Cost - the last order cost as displayed in the inventory record
 Date PO Due - an expected date for purchase orders
 Department - the name of the department
 Description - the inventory item's description
 Fixed Commission - not a percentage but a dollar amount
 Held In Stock - (when available stock count is greater than 0, item is not backordered)
 Held On Order - (when available stock count equals 0, item is backordered)
 Last Date Sold
 Last Order Date
 Last Price Change Date
 Long Description
 Minimum Order
 Minimum Stock
 Number Sold
 On Order
 Price Level 1
 Price Level 2
 Price Level 3
 Price Level 4
 Price Level 5
 Price Level 6
 SKU
 Sub-Category Name
 Total In Stock
 Track Serial Numbers
 Type

Here is an alphabetical listing of available CUSTOMER fields using the Query of the Customer Center:

 Account Number
 Address 1
 Address 2
 Amount Credit
 Amount Owed
 Area Code 1
 Area Code 2
 Cell Phone
 City
 Company Name
 Customer Category
 E-Mail
 First Name
 Home Phone
 Last Name
 Lookup Code
 Sales ID
 State
 User Defined Field 1
 User Defined Field 2
 User Defined Field 3
 User Defined Field 4
 User Defined Field 5
 User Defined Field 6
 Work Phone
 Zip Code

 

Note: A Query of Customers while "marketing" gives these options which are directly tied in to invoices and items purchased.  (go to Management: Marketing: Export Customers and choose a Query)

 Account Number
 Amount Owed        
 AR - Current Due Amount
 AR - Over 15 Due Amount
 AR - Over 30 Due Amount
 AR - Over 60 Due Amount
 AR - Over 90 Due Amount
 Billing Address 1
 Billing Address 2
 Department Code
 Department Description
 Cell Phone
 City
 Company
 Country
 Credit Amount
 Credit Limit
 Customer Type  (business or person)
 E-Mail Address
 First Name
 First Purchase Date
 Invoice Sales ID
 Invoice Station Number
 Invoice Total
 Item Category
 Item Date Sold
 Item Description
 Item SKU
 Last Name
 Last Purchase Date
 Lookup Code
 Message Code
 Phone 1
 Phone 2
 Price Level
 Sales ID
 State
 Tax Rate ID#
 Terms
 Total Purchases (Number of invoices)
 Total Purchases (Sales in dollars)
 UD Field 1
 UD Field 2
 UD Field 3
 UD Field 4
 UD Field 5
 UD Field 6
 Zip

Here is an alphabetical listing of available INVOICE HISTORY fields:

 Authorized Buyer
 Cashier ID
 Division Number
 Freight
 Invoice Number
 Item Description
 Item SKU
 Line Notes
 Sales Date
 Sales ID
 Sales Name
 Station Number
 Time of Sale
 Total (w/out Tax)
 Warranty, Labor
 Warranty, Parts

2) Select an operation

Enter the criteria appropriate to the field selected above.

Is Equal To  -  it will find the EXACT phrase or amount

Is NOT Equal To - it will ignore the Exact phrase or amount

Is Greater Than - (usually a number, but can be alphabetical)

Is Less Than

Is Greater Than or Equal To

Is Less Than or Equal To

Begins With - finds values that have these characters at the beginning

Contains - finds values that contain these characters any where in the field

Does NOT Begin With - ignores values beginning with these characters

Does NOT Contain - ignores values containing these characters

3)  Enter a target Value

Finally, enter a value which will be used in the selection of records.

4)  Choose Next

You will be returned to the Query Wizard.  Generally you will choose FINISH to execute the query.

Add More Criteria

If your search is complex, you may add additional criteria and conditions, however, you should make several tests and not assume that all rules will be met.

5)  Choose To Save

You will be prompted to give this query a name.  Make the name short, yet understandable, so that it can be easily selected in the future.