AutoCount Accounting: Search Lookup Edit
Introduction to AutoCount Search Lookup Edit
AutoCount Accounting 2.0 introduces a modern and enhanced way of searching for accounts and items through the Search Lookup Edit. To clarify, this new feature makes it easier and more personalized for users to find the information they need. In addition, it offers a search bar with three distinct modes (AND, Exact, OR) and the ability to display extra descriptions for accounts and projects.
AutoCount Smart Search Lookup Video Guide
- AutoCount Smart Search Lookup (EN)
Smart Search Lookup Setup
Integration & Smart Search Lookup Setup
- AutoCount Smart Search Lookup (CN)
智能搜索查找设置
集成和智能搜索查找设置
Enabling Smarter Search Lookup Edit
The Search Lookup Edit is enabled by default in AutoCount Accounting 2.0. However, if you want to confirm or manually enable it, follow these steps
Step-by-Step: How to Enable Search Lookup Edit
- Firstly, go to Tools in the main menu.
Secondly, click on Options.
- Firstly, under the General tab, look for the option labeled Use Search Lookup Edit.
- Secondly, make sure the checkbox is selected.
- Thirdly, log out and log back into AutoCount to apply the settings.
Using Search Modes in Search Lookup Edit
AutoCount offers three search modes to refine how you look for accounts or items
AND Mode
The AND Mode searches for results that contain all the keywords entered.
- Example: If you enter “Logitek” and “Mouse,” the system will search for items or accounts that include both “Logitek” and “Mouse” in the description.
Exact Mode
The Exact Mode will only search for results that exactly match the keyword you enter.
- Example: If you search for “Mouse,” the system will return results that contain only the word “Mouse,” excluding other variations or combinations.
OR Mode
The OR Mode searches for results that contain either of the entered keywords.
- Example: If you search for “Mouse” or “Keyboard,” the system will display results that contain either of these words.
Displaying Additional Descriptions
AutoCount allows users to show extra descriptions for both accounts and projects, which can be particularly useful when managing multiple accounts or projects with similar names.
Show Account Description 2
This option helps users differentiate between accounts with the same name by displaying an additional description.
- Firstly, go to Tools > Options > General.
- Secondly, check the box next to Show Account Description 2 in Lookup Edit.
- Thirdly, log out and log back into AutoCount.
Finally, once enabled, you will see the additional account description when creating debtor-related documents.
Show Project Description 2
If you have projects with similar names, enabling this option will display an additional description to distinguish them.
- Firstly, go to Tools > Options > General.
- Secondly, check the box next to Show Project Description 2 in Lookup Edit.
- Thirdly, log out and log back into AutoCount.
Now, when selecting a project, the extra description will be visible in the search lookup.
Inputting Item Code with Lookup Edit
By default, users may not be able to search for items in the drop-down list.
To enable this feature:
- Firstly, go to Options > Invoicing > Document Control.
- Secondly, check the box labeled Use Lookup Edit to Input Item Code.
- Thirdly, click OK and log out of AutoCount.
This feature allows users to view a list of items and use the search bar to search for them.
Showing Item Description and Quantity in Lookup Edit
To help users identify items with similar names or check stock availability, you can enable the display of additional item descriptions and quantities.
Show Item Description 2
This feature helps when you’re dealing with items that share the same name but have different attributes, like color or size.
- Firstly, go to Options > Invoicing > Document Control.
- Secondly, enable Show Item Description 2 in Lookup Edit.
- Thirdly, log out and log back in.
Show Quantity in Lookup Edit
This feature lets users view the available stock quantity when searching for items.
- Firstly, go to Options > Invoicing > Document Control.
- Secondly, enable Show Quantity in Item Lookup Edit.
- Thirdly, log out and log back in.
Now, when adding an item to a document, users can see the available stock quantity.
Enabling Traditional Search Lookup Edit
If you prefer the older search method from AutoCount Accounting 1.9, you can switch back to the Traditional Search Lookup Edit.
- Firstly, go to Tools > Options.
- Secondly, uncheck the box next to Use Search Lookup Edit.
- Thirdly, click OK and log out.
The traditional method doesn’t feature a search bar and uses a more basic drop-down list.
Account Search Options
AutoCount provides several ways to search for accounts when creating documents.
Smart Search
The Smart Search feature allows users to search using both the account number and account description.
- Firstly, go to Tools > Options > General.
- Secondly, check the box next to Smart Search.
- Thirdly, log out and log back in.
Always Search by Account No.
This option restricts searches to account numbers only.
- Go to Options > General.
- Check the box next to Always Search by Account No..
- Log out and log back in.
Always Search by Account Description
This option restricts searches to account descriptions only.
- Go to Options > General.
- Check the box next to Always Search by Account Description.
- Log out and log back in.
Filter by Salesman Feature
This feature is useful when you want to filter lookup results by a specific sales agent. For example, if a sales agent named Nora is assigned to a user, the lookup results will only show debtors related to Nora.
- Go to Options > General.
- Enable the Apply Filter by Agent in Lookup Edit option.
- Log out and log back in.
Now, whenever you’re creating a new document, only the debtors related to the selected sales agent will appear.
Frequently Asked Questions
How do I enable the Smarter Search Lookup Edit?
Go to Tools > Options > General and ensure that Use Search Lookup Edit is checked.
What are the different search modes?
There are three search modes: AND, Exact, and OR.
Can I show additional descriptions for accounts and projects?
Yes, you can enable Show Account Description 2 and Show Project Description 2 in the General settings under Options.
How do I input item codes using Lookup Edit?
Go to Options > Invoicing > Document Control and check the Use Lookup Edit to Input Item Code option.
Can I switch back to the traditional search method?
Yes, by unchecking Use Search Lookup Edit under Tools > Options.
How do I filter search results by salesman?
Enable the Apply Filter by Agent in Lookup Edit option in the General tab under Options.
Interested in Getting AutoCount for your Business?
Contact our sales team today to explore pricing options and get started with the perfect solution for you.