Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage 500 Partners
        • Sage X3 Partners
        • Sage Intacct Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other >
        • Sage CRM Partners
        • Sage HRMS Partners
        • MIP Fund Accounting
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

How to Use Product Search in Sage X3

1/17/2013

0 Comments

 
sage x3 product search
When entering transactions in Sage X3 that include products/inventory, you have several options for searching on the Product Field:

1. You can access the Selection List, where you can use the Quick Select feature to filter items on the list

2. You can right click on the Product Field for advanced searches and selections

3. Or, you can type in the first few characters of the item reference number or the item's description, which will automatically filter your Selection List. 

Let's take a closer look at the last option #3 which has been enhanced in Sage X3 Version 6.5  ...

Getting Started with Sage X3 Product Search

Once you launch the Sales Order Entry window in your Sage X3 system, click "New" to add a new sales order. Next, click on the Lines tab to start entering the details of your order. 
Sage ERP X3 Sales Order Entry
The first column, Product Field, is where you now have the ability to search for and identify which products you would like to add to the sales order. Type in the first few characters of the Item Code, which is also called the item reference number, and then hit F12 to access the Selection List. Notice that your Selection List is filtered automatically. 

Searching Sage ERP X3 by Item Reference
It's important to note that this feature only exists for the item reference number, so you would have to know the item’s reference number in order to search for a particular product this way. 

Typing in the first few characters of the item reference number will filter your Selection List to those products that have an item reference number starting with the same characters. 

Search by Sage X3 Product Description

No need to worry if you don't already know the product item reference number.  That's because new in Sage X3 Version 6.5 is the ability to search for a product by its description. If you wanted to search for a product by its description using older versions of Sage X3, you would have to go into your Selection List and use the Quick Select option. But now you have the ability to type in a product's description directly into the Product Field so when you hit F12, the Selection List will filter against the items based on the description you've entered. 

Using Sage ERP X3 Product Search
In summary, search functionality in Sage X3 Version 6.5 now exists for the product item reference number, as well as its description.

See It In Action!

Watch this short video, developed by Sage, to see the new Sage X3 Product Search feature in action. 

Need Sage X3 Support or Training?

Click below to find a local Sage X3 reseller in your area who can help ...
Find a Sage X3 Reseller
Picture

Related Articles
  • Introducing Sage X3 Version 6.5
  • How to Use Product Notes & Links in Sage X3
  • Sage X3 - How to Set Up Visual Process Flows

Like This Article?
Please feel free to share it with your friends and colleagues on Twitter and Facebook!
0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Warehouse Management
    Scanforce WMS for Sage
    Sage Cloud Hosting
    Picture

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    What's New in
    Sage 100 2022

    ---
    What's New in
    Sage 300 2023

    ---
    New Release:
    Sage Intacct 2022

    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2023 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy