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Performing an advanced search – OpenEye SaleGuard User Manual

Page 39

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39

Performing an Advanced Search

Advanced Search is enabled only on Enterprise versions of SaleGuard.

1.

Click

Search Data

on the control bar.

2.

In the

Filter Criteria

section, click

Advanced

.

3.

Select your desired

Start

and

End Date

, and your desired

Start

and

End

Time

.

4.

To perform a basic search for specific text-based items, type your word or words in the

Free Text

Search

field.

5.

Filter your search by selecting the

Group, Location

,

Termina

l, or

Operator

criteria you want to

search within.

6.

You can further filter your search by specifying these parameters:

Products

—Select the items you want to include in your search.

Categories

—Search specific categories such as Item Sale, Void, or operator Log-in.

Ticket #

—Search by the receipt numbers.

Ticket Quantity

—Search by the ticket amount.

Loyalty #

--Search for customer transactions using loyalty card information.

UPC/SKU

—Search for specific bar codes.

Scan Type

—Search only items that were entered in via scanner, or manually entered via

keypad.

Credit/Check #

--Search based on credit card number, or check number.

Payment Type

—Search based on payment type.

Special

— Designated categories that can be created and searched for, ie Banana Frequency.

Show Random Results

— search results are displayed in random order.

Note

To specify multiple

Product

or

Category

search parameters,

By Transaction

must be

selected as the

Search Method

.

7.

You can also filter by the amount or quantity for each Product, Category, or Payment Type
parameter.

a)

To filter by the amount paid, select the box next to

Product

,

Category

, or

Payment Type

and

then select

Amount

. To filter by the number of items in a transaction, select the box next to

Product

,

Category

, or

Payment Type

, and then select

Quantity

.

b)

Choose the operation (

<

,

>

,

=

,

!=

,

<=

,

> =,

or

><

), and specify the amount.

8.

To narrow your overall search by

Quantity

or

Amount

, without attaching those values to specific

items, select

General Amount/Quantity Search

, and then select the appropriate values.

9.

To view the results, click

Search

.

10.

To start a new search with different parameters, click

Reset Filter

.

Advanced search
parameters

Select Quick or Advanced Search

Free text search

Perform search

Set search
parameters

Filter by amount or
quantity

Show

Random

Results