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Invoicing - Search product using partial name and SKU

The invoicing product search function is not fit for purpose. You have to type the EXACT product name letter by letter to be able to find it. You should be able to type any part of the product name to populate the search list. For instance:

If I have a product called 'Black T-shirt with Skull Logo', I would like to be able type SKULL for the search result to return this product.

I may have 50 Items names 'Black T-shirt with xxxx Logo' and typing that out every time I want to add one is extremely inefficient, and frustrating to the point of unusable when you have thousands of products!

Products should be searchable by SKU as well.
  • Jon
  • Jan 10 2017
  • Complete
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  • HB commented
    January 10, 2017 09:16

    Still having this problem - any fix yet? Very frustrating!

  • Bob commented
    January 10, 2017 09:16

    We have a client who is unable to see all the products under a sales code when raising an invoice as a lot of the products start with the same letter so can only see 10 products at a time which is very frustrating for selection onto invoice purposes. Which part of the product input needs to be changed to allow access to all products associated with a sales code?

  • Cath commented
    January 10, 2017 09:16

    I have just experienced the same problem. I have introduced a new sales code with 200+ products. Each group of products has a core SKU with an extension code indicating various product sub-types. I would like to be able to populate invoices and proformas by searching the SKU (If you see my product names you will see why it is impractical to type exact matches into the dropdown!). I would also like the SKU to appear on the invoice for the customer to reference when re-ordering.

  • Gavin commented
    January 10, 2017 09:16

    Hi,

    Any update on this? It's way past the 2-3 months now and we still have this issue.

    Thanks
    Gavin

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    We have added a story to our short term roadmap to remedy this issue. Hopefully this will be included in release in the next 2-3 months. Any updates will be posted on here as they happen.

    Thanks,

    Tom

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    I wouldn't suggest it no, it could lead to a very jumbled set of codes and a real headache in the future. We have estimated this work and will be getting it into our short term roadmap, if you can hold on until the end of this week I can update you as to exactly when we will begin work?

    Thanks,

    Tom

  • Gavin commented
    January 10, 2017 09:16

    Hi Tom,

    That's a bummer!

    The number of active products we have is below the threashold, so I assume it is counting inactive products still too??

    I notice I can't delete products as it will affect historical invoices but what if I archive the Sale Code, then add the active only products to different sale codes, would this help?

    Thanks
    Gavin

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    We have found the issue here and it lies within the logic of the system. It will look at the number of products that you have across the board, not within each individual sales code and therefore apply the rule, whereas it should be looking simply at individual sales codes.

    We will raise a story for this to move through development and alter the performance, but i'm afraid that it isn't a bug that we can fix quickly unfortunately.

    Sorry that we cannot be more helpful in the short term, but we will put in place a process to solve the issue.

    Tom

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    Much appreciated, thank you. As I raised the ticket, the team have communicated directly with myself first of all. They are currently looking into the issue, it could be that we have a bug here or an issue with the original deployment of the fix. I will keep you update via this thread.

    Thanks,

    Tom

  • Gavin commented
    January 10, 2017 09:16

    Hi Tom,

    Thanks for that, but not heard from anyone as yet. :-(

    Thanks for all your help though so far! A credit to Kashflow!

    Gavin

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    I have raised a ticket with our support team for a member of technical to look further into the issue. They will contact you directly and also keep me updated with progress. If you don't hear from them in the next hour please let me know.

    Thanks,

    Tom

  • Gavin commented
    January 10, 2017 09:16

    Hi Tom,

    Thanks for that, I have just tested this by adding to 'test' products to the Sales Type B sales code and then tried add them to an invoice.

    I am still unable to search using the SKU or fuzzy search on the product name. It just gives me the same functionality as on the products in Sales Type A.

    I don't have an issue splitting out range across multiple sales types if it means we get this functionality but from my little test it doesn't seem to work with just two products in a code.....

    Thanks
    Gavin

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    Development team have fed back to me that once you reach 100 products under the one sales type the dropdown type will alter and will only then display exact results. Because you have over that amount under a single sales code, in order to preserve performance this will then trigger such an action.

    This has not come up before as yours is quite a unique scenario for KashFlow users. I will raise this as a new issue on Canvass and have already made our development team aware of it.

    Unfortunately this is an intentional trigger that has been put into the system and is therefore not a bug, but if we do find that a number of people are having the same issue as yourself we can investigate changing this.

    Thanks,

    Tom

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    Let me speak to the development team, we will create this scenario and run through the system and get back to you with a solution.

    Thanks,

    Tom

  • Gavin commented
    January 10, 2017 09:16

    Hi Tom.

    We only have 113 products in Sales Type A and don't use any other . Some of them (don't have the number though as that would involve checking each one independently) have the 'Make this product In use' un-selected.

    When creating invoices and adding lines, we have to type product name from the start. No fuzzy search and no search using the product code at all.

    Is this a setting we need to turn on that we have missed??

    Thanks
    Gavin

  • KashFlow Product Manager commented
    January 10, 2017 09:16

    Hi Gavin,

    This has been implemented and appears to be working fine when tested. I assume that you are still not being given the option to search with keywords?

    Can you give a bit more detail on how many products you have on average within each sales code? There could be a bug that requires our attention here.

    Thanks,

    Tom

  • Gavin commented
    January 10, 2017 09:16

    This is marked as complete over 6 weeks ago, when it is being delivered as we don't have this feature yet.

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