Overview

Expiration Reminder provides one of the most flexible ways to search and filtering for information in the system. You can basically build and filter any kind of report and eventually export the information to Excel.

You can do a combination of number of fields until you find the information you need. Below you can find the different options for filtering.

How to search

To search items, go to Expirations on the top menu and right below of the menu you’ll fin the search toolbar.

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Searching by item name

  • Step 1: To search by the item name, select the Name field.
  • Step 2: Then select the operator. You can choose from: contains, does not contains, etc.
  • Step 3: Then enter the value to search for in the value field.
  • Step 4: Then click on the Refresh button.

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Search by category field

  • Step 1: To search by a category, select the Category field.
  • Step 2: Then select the operator. You can choose from: equal or does not equal.
  • Step 3: Then select the category you want to search for.
  • Step 4: Then click on the Refresh button.

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Search by status

  • Step 1: To search by a status, select the Status field.
  • Step 2: Then select the operator. You can choose from: equal or does not equal.
  • Step 3: Then select the status you want to search for.
  • Step 4: Then click on the Refresh button.

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Search by year

  • Step 1: To search by the item expiration year, select the Year field.
  • Step 2: Then select the operator. You can choose from:equal, does not equal, etc.
  • Step 3: Then enter the value to search for in the value field.
  • Step 4: Then click on the Refresh button.

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Search by month

  • Step 1: To search by the item expiration month, select the Month field.
  • Step 2: Then select the operator. You can choose from: equal, does not equal, etc.
  • Step 3: Then select the month from the value field.
  • Step 4: Then click on the Refresh button.

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Search by comments

  • Step 1: To search by the item expiration year, select the Year field.
  • Step 2: Then select the operator. You can choose from: begin with, etc.
  • Step 3: Then enter the value to search for in the value field.
  • Step 4: Then click on the Refresh button.

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Search for deleted items

  • Step 1: To search deleted items, select the Deleted field.
  • Step 2: Then select the operator. You can choose from: equal or does not equal.
  • Step 3: Then select yes or no from the value.
  • Step 4: Then click on the Refresh button.

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Combining filters

You can combine as many filters as one all together. To do this, click on the Add Rule green button to add as many rules as needed then click on the Refresh button.

 

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