A single search box to find anything in CotizaPrint without going through the menus: products to quote, customers, sales and purchase documents, materials and screens.
What it is
A search window that opens large in the middle of the screen, with the background dimmed. You type a name or a number and the results appear grouped by type. Choosing one opens it directly: a product in the quoting engine, a customer's record, a quote, and so on.
What it is for
- Quote a product by typing its name, without going category by category.
- Open a customer's or a supplier's record by name, tax ID (NIF), email or phone.
- Find a quote, a work order, a delivery note or an invoice by its number or its reference.
- Get to any screen in the menu by typing its name (for example, "inventory" or "cash register").
How to use it
- Click Search… in the top bar (on mobile, the magnifying glass next to the logo, or Search… inside the menu). You can also press Ctrl + K (Cmd + K on Mac) or the / key from any screen.
- Type at least 2 letters. Results appear as you type, with the matching part highlighted. Capital letters and accents do not matter, and you can type several words in order ("business card").
- Choose a result with the mouse, or move with the ↑ ↓ arrows and press Enter.
- To see only one type of result, click its tab (Quote, Customers, Invoices…) or switch tabs with the Tab key.
- Esc or a click outside the window closes it.
What it finds
| Section | Searches by | When you choose it |
|---|---|---|
| Quote | Product name (active products only) | Opens the product in the quoting engine, ready to work out the price |
| Products | Product name (active and disabled) | Opens the product record so you can edit it |
| Categories | Name of the quoting engine category | Opens the category with its products |
| Customers / Suppliers | Trade name, legal name, tax ID (NIF), email or phone (mobile or landline) of a contact | Opens the customer or supplier record |
| Budgets, Work Orders, Delivery notes, Invoices | Document number or reference | Opens the document |
| Purchase Orders, Purchase Invoices | The supplier's order or invoice number, or reference | Opens the purchase document |
| Supports, Machines, Operations | Name | Opens its record |
| Screens | Name of the menu option and similar words | Takes you to that screen |
Each section shows up to 6 results. If you search for something very general and what you want does not appear, type more letters. Documents (quotes, work orders, delivery notes, invoices and purchases) are searched from 3 characters.
Buttons and actions — what each one is for
| Button / Control (text on screen) | What it is for |
|---|---|
| Search… (top bar, with the Ctrl K hint) | Opens the search from any screen. |
| Magnifying glass (top bar on mobile) | Opens the search full screen. |
| All · Quote · Products · Customers… tabs | Filter the results by section; the number shows how many there are in each. |
| Quote (result label) | The product opens in the quoting engine. |
| Edit (result label) | The product record opens. |
| Open / Go (result label) | The record or document opens, or you go to the screen. |
| Recent searches | When you open the search without typing, repeats one of your latest searches with one click. |
| × inside the box | Clears what you typed. |
| Close (cross at the top right) | Closes the search. |
Key concepts
- Quote versus Products: the same product can appear in both sections. In Quote it opens so that you can work out a price; in Products, so that you can change its settings.
- Image or icon: each result shows the image of the product, the category or the substrate; if it has none, an icon for its type.
- Recent searches: they are saved in your browser, not in your account. On another computer they start empty.
Features by plan / role
- Available on all plans from TRY.
- Only the sections your user can access appear: for example, without permission for Invoices, invoices are not searched, and purchase documents only appear if you have the purchasing and inventory module.
- Work Orders and Delivery notes are not searched if your company does not use that step in sales.
If something does not add up
| Symptom | Cause | Fix |
|---|---|---|
| No results appear | You typed fewer than 2 letters, or the text does not match any name, number or reference | Type part of the name; it does not need to be complete |
| A type of result does not appear (for example, invoices) | Your user does not have access to that section | Ask an administrator to review your role |
| A customer does not appear when searching by phone | The number is written in a different format or belongs to another contact | Type only the last digits of the phone number, or search by name or tax ID |
| The notice The record was not found appears | That item was deleted after you searched for it | Search again |
| You press Ctrl + K and nothing opens | Another window is open (for example, a product record) | Close it first: the search does not open on top of another window, so that what you are editing is not mixed up |
| Some sections could not be searched appears | There was a connection problem during the search | Type again or reload the application |
Frequently asked questions
Q: How do I search for a product to quote without going into the categories?
A: Click Search… at the top, type part of the name and choose the result from the Quote section. The quoting engine opens with that product.
Q: Can I search for an invoice by its number?
A: Yes. Type the whole number or part of it and the result appears under Invoices. It also works with quotes, work orders, delivery notes, purchase orders and purchase invoices, and with the document's reference.
Q: Is there a keyboard shortcut?
A: Ctrl + K (Cmd + K on Mac) opens the search from any screen. The / key also opens it when you are not typing in a field.
Q: Does it work on mobile?
A: Yes. On mobile the search takes up the whole screen; open it with the magnifying glass in the top bar or with Search… inside the menu.
Permissions
It needs no permission of its own. Each section respects the permission of its screen: access_cotizar, access_product, access_cliente, access_oferta, access_ot, access_albaran, access_bill, access_soport, access_machine, access_op, and the purchasing and inventory module.