To find a certain document, you can use the Document Search in ShopBlue. Start first by clicking “Search Documents” in the Documents fly-out menu on your home page (Figure 1).
Select the type of documents you are searching for from the dropdown and select the range of dates, or choose a custom range of dates from the dropdown. Now, you can enter your search term (PO number, supplier name) (Figure 2).
Click on the “PO No.” you wish to view (this example search was for Purchase Orders from Corr Distributors over the last 90 days) (see Figure 3). You can refine your search results by using any of the filters by clicking on the filter icon.
The Advanced Search allows you to search by a particular user, supplier, specific date range, one or more chart fields, dollar amount, or commodity code. In the following example, we will, once again, start by going to “Search Documents” in the Documents fly-out (Figure 4).
Click “advanced search” (Figure 5).
Next, for the following example, we will search for all Purchase Orders prepared by Dalton Holler over the Last 60 days, then click Search at the bottom of the page (Figure 6).
Add the selected user you wish to search by (Figure 7).
Continuing from the prior example, click the Save New Search button on your results screen (Figure 8).
Give your search a name and add a description (Figure 9).
Note: If you do not have a folder in your Personal Favorites, you will need to create one by clicking Add New.
Create a Personal Folder for your saved searches (Figure 10).
Save the search to your Saved Searches (Figure 11).
Click “Search Documents” from the Documents fly-out menu (Figure 12).
From the breadcrumb trail, click the “Search Documents” dropdown, and select “View Saved Searches” (Figure 13).
Click on your saved folder in “Personal” and click “Go” (Figure 14).
For this example, in order to export your POs from the last 60 days, first, follow the instructions to complete an Advanced Search to view POs from the last 60 days (Figure 15).
Give your export a name and choose the type of Export Template (Figure 16):
Next, click Go to Page: Download Export Files (Figure 17).
Click on the File Name, and choose which of the exported search results you wish to view (Figures 18 and 19).