Enhanced Search for Items During Sales Order and Purchase Order Entry, ASCII Ordering of Search Results

This video highlights the enhanced search functionality within the Line Items table in 10X, available across sales orders, purchase orders, and other key areas. It explains how results are now sorted using similarity scoring with a default ASCII order when scores match. Users can access an advanced search panel to filter across multiple fields and customize visible columns. These improvements make it easier to quickly find, refine, and add items directly to an order.

  • Open Advanced Search by clicking the magnifying glass in the Line Items table to access expanded search options across Multiple Fields

  • Search Using Multiple Criteria to filter results by fields like Item Category, Primary Vendor, or other Available Attributes
  • Customize Visible Columns using the Column Selector to show only the Most Relevant Fields for your workflow
  • Refine Results Efficiently by narrowing down items with selected filters for better Visibility and Faster Selection
  • Add Items to Order directly from the search results by selecting items and adding them to the Line Items table
  • Understand Sort Behavior where items with equal similarity scores are displayed in Default ASCII Order for consistent results
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