1. Select the item type to search for.
2. Apply result filters by selecting the check-box filters.
3. Select the field to search in from the “where” dropdown list.
4. Enter or select the value to search by. Note: Depending on the field selected, values may be entered as text or selected via a drop-down list.
Retrieve Search Templates: Click the button to access a list of saved search templates. See the Manage Search Templates help topic for additional information.
Item Type: Use the dropdown to select the entity type for the search criteria (Product, Orderable Item, NDC )
Item Status: Used to filter “Active” or “Inactive” items
New Item Request : Used to filter search results by the request status (Approved, Pending, or Rejected)
Where: Select the field to search by. Each “Item Type” supports a different set of available search fields
Add: Click to add additional search criteria
Click the desired format link in the export panel located below the results template.
Save As: The name of the saved search template
Notes: Optional text to describe the template
Save At: Supervisors may save global templates to be used by “National Managers”. Most user roles will save as “Personal Templates”.
Save Template : Performs the save function.
Set As Default: When a template is set as default, the search criteria will be pre-populated with the template parameters when the search page is accessed.
Change Search Results Template: Saves modifications to an existing template