Performing an advanced search – OpenEye SaleGuard User Manual
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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