Tracking & Searching

Trackers

The Trackers feature of LightSpeed is a way for you to customize a set of notifications that are relevant to you. From a list of close to 100 headings ranging from telephone calls you need to follow up on and Orders you need to invoice to Web Orders ready to process, each User in LightSpeed can configure their Trackers to list only those categories that concern them. For example, a service technician might configure his Trackers to include the various stages of SROs to which his name is attached, whereas the service manager might want to track all open SROs for all technicians. When a User is logged in, their Trackers will be displayed in the Browser. 

Installed Trackers can be displayed all at once, or individually, and are accessed in the left section of the Browser. Clicking any Tracker will result in the pertinent documents displayed as a list in the main section of the Browser. To see them all at once, click All Trackers. Beside each Tracker, the number of relevant documents will appear in a circle.

To configure your Trackers, click the Setup button at the bottom of the Browser for access to the Tracker Setup window. In the first column all available Trackers will be listed, and can be sorted alphabetically by clicking the header, or reverse alphabetically by clicking it a second time. 

Trackers cover almost every aspect of LightSpeed, including telephone calls assigned to Users, Customers who have outstanding balances, Orders, Quotes, or SROs that go into a specific status, and much more. Trackers beginning with "My" will list the items specific to a particular User, and Trackers beginning with "All" will list all relevant items and will want to be seen by a manager concerned with the "big picture". 

To install a Tracker, simply drag it from the first column to the second; multiple Trackers can be installed using the Command (Apple) key. A Tracker can be highlighted in red in the Browser by clicking the Alerted checkbox. 

You may also filter the results of any Tracker, according to the time the document was or was not created or modified, as well as a list of fields which will limit your Tracker to a particular class, code, description, family, or supplier. Once you have settled on the list of Trackers you wish to install, click Save. To see the changes to your Trackers, click the spinning arrow Refresh icon in the Browser. 

Trackers for Quote or SRO statuses will be added to your available Trackers as you create or edit statuses in the setup panels of the Tools menu. 

Searching

Searches in LightSpeed yield rapid results, and are possible from a number of places:

Point of Sale

• Search Bar - clicking Customer, Product, or Document will allow you to yield immediate search results based on the text you enter.

Browser

• Simple Search - The search field at the top of the Browser window allows you to find items based on one particular piece of information.
• Smart Find - Smart Finds allow you to select multiple criteria on which to base your search, and can be performed once, exported, or saved to be accessed later. 
• Search All - Search All will find every place in LightSpeed where a particular string of text appears. 

Documents

• Each sales document contains a Customer search field that allows you to search existing Customer cards based on name, telephone, or address, and a Product search field that allows you to search based on Product Code, Description, or UPC. 
• Rather than a Customer search, Purchase Orders have a field with which to search Suppliers based on name, telephone, or address.

Other Searches

• Privileges
• Users
• Families and Classes
• Customer Categories and Groups
• Gift Cards
• Serial Number History
• Related Products
• "Build Inventory" Products
• "Count Inventory" Events