Search for a product from the Sterling Field Sales home page

About this task

You can search for a product from the application home page, Quote home page, or Opportunity home page. You can also narrow down the search results by performing a search for a product within the search results. Note that the search results may vary depending on the keywords that are defined by your administrator. For example, if you are looking for a particular laptop, you can search for it using computer as the keyword, provided your administrator has configured computer as a keyword that can be used to search for the laptop.

To search for a product from the home page:

Procedure

  1. Log in to Sterling™ Field Sales.
  2. In the application home page, click the Find Product hyperlink. Alternatively, click the Find Product hyperlink in the Opportunity home page or the Quote home page.
  3. The Select Enterprise dialog box is displayed. From the Enterprise* drop-down list, select the enterprise that owns the catalog containing the product you want to search for, and click Select.
    Note: The Select Enterprise dialog box is displayed only if you have access to multiple enterprises.
  4. The Product Search screen displays the list of available products. If a product is configurable, the Configurable Product icon is displayed adjacent to the product. You can perform the following steps:
    • To search for a product within the search results, click Search in Results, enter the appropriate keyword, and then click the Search icon.
    • The Browse Categories panel displays the categories and the subcategories that the products belong to, and the number of products available in each category. Click the <category> hyperlink in the Browse Categories panel to view the products under that category.
      Note: The Browse Categories panel displays only the categories as hyperlinks. To view the sub-categories, click the Expand icon.
    • The Narrow By panel displays the attributes assigned to the categories. It also displays the attribute values that are assigned to the products in those categories, and the number of products that have been assigned the attribute value. Click an <attribute value> hyperlink in the Narrow By panel to view the products that have been assigned that attribute value.

      The total number of records retrieved by the search is displayed at the top of the page. If the search results span across multiple pages, the page numbers of the pages that contain the search results are displayed, with the current page highlighted. By default, a maximum of five pages are displayed. Click the <page number> hyperlink to navigate to a page. If the search results are spread over more than five pages, a Previous hyperlink and a Next hyperlink are displayed. Click the Previous hyperlink to navigate to the previous page, and the Next hyperlink to navigate to the next page.

      Note: The Previous hyperlink is disabled if you are viewing the first page, and the Next hyperlink is disabled if you are viewing the last page.

      You can sort the products displayed in the Search Results panel by selecting the sorting criteria from the Sort By drop-down list. The sorting criteria are configured by your administrator.