Search

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Open a Search

The Commerce Assistant provides the following ways to open a search:

  • In the main menu, select a category, and select the search item from the drop-down list.
  • In the Worksheets & Windows section of the Navigation Bar, click the Add working screen context menu open button on the right and select the search item from the drop-down list.

Filter Search Results

The Commerce Assistant provides the following ways to filter search results:

Organize Search Results Using Columns

You can organize the columns of your search results so that the data you need most is easily accessible. The Commerce Assistant stores your search layout so that you only need to do this once.

searches columns

Export Data from Search Results

Search results can be exported with three external editors.

searches open export data

Open Data

Open is used to display search results in an environment outside the Commerce Assistant.

  1. After executing a search, click the Export menu item to display the results in the following formats:
    • Open as Excel workbook
    • Open as PDF
    • Open as Word document
  2. You can rename, save, or simply close the file when done.

Save Data

Save is used to send search results to a destination outside the Commerce Assistant.

  1. After executing a search, click the Export menu item to send the results the following ways:
    • Save as Excel workbook
    • Save as PDF
    • Save as Word document
  2. Select a destination for the export file.
  3. Enter a name for the export file.
  4. Click Save.

Open Item in Search Results

  1. Select one or more line items in the search results.
  2. Double-click to open the item(s).

Duplicate Item in Search Results

  1. To make a duplicate of an entire item, such as a product, recommendation, or shipping configuration, right-click item in the search results and select Create Copy. The item opens.
  2. Give the duplicate item a unique name.
  3. Click Save.

Delete Item in Search Results

  1. To permanently delete an entire item, such as a product, recommendation, or shipping configuration, right-click the item in the search results and select Delete.
  2. In the confirmation dialog box, click Yes.

View Details of Item in Search Results

The Details contextual panel is used to access supplementary information about a portal or search result. Depending on the item selected, the panel contains different types of information. This panel updates as you change portals or move from line item to line item in the search results list.

View Details

Click the Details tab to open the Details panel. Expand and contract this information using the arrow buttons.

details

Copy Information from Search Results List

Content can be copied from search lists or other lists throughout the application, such as the product list in Link Generator. The copy options are available in the context menu by right-clicking an item.

There are several ways to copy content from a list:

  • To copy an individual cell, select the cell, right-click, and select Copy Cell.
  • To copy an entire column:

    • In the list, select a column, right-click, and select Copy Column or
    • Right-click a column header and select Copy Column.
  • To copy one or more rows, select the row(s), right-click, and select Copy Row(s).

View Items Related to Item in Search Results

The Related Items contextual panel is used to view and access other items in the Commerce Assistant that are related to an open portal or a search result line item. Depending on the item selected, the panel contains different types of information. The panel updates as you change portals or move from line item to line item in the search results list.

Example

When the Product portal is open to a particular product, the Related Items panel displays which promotions and recommendations are associated with that product, which price and commission configurations are associated with it, and which product lists it is included in.

View Related Items

Click Related objects viewer to open the Related Items panel. Expand and contract this information using the arrow buttons.

Open a Related Item

Click a related item to open it in a new worksheet.

Save Default View of Search

You can save a default view of a search so that it keeps any customized settings such as filter and column settings. Every time you open the search, it opens with that view. This view overrides the Commerce Assistant's stickiness, or ability of the application to "remember" how you last left it. You can also reset the view to default and the application's stickiness again.

Example

In the Products search, you change the filters and the order of the columns. You also group the list by a certain column. You save this configuration as your default view. Every time you open the Products search, it opens with this view.

Save the Default View

  1. In an open search, configure the search to your preferences.
  2. In the list, right-click and select Save View as Default.

Reset the Default View

  1. In an open search, in the list, right-click and select Reset View.

Bookmark Searches

Save popular searches in a customized format using the Bookmark option. You can set up bookmarks for your personal use, or make bookmarks available to all users.