Search using Purchase Note

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Search using Purchase Note - 10/19/2021 2:19:24 AM

Andrew42

Posts: 177
Joined: 11/30/2015
From: Switzerland
Status: offline

When I am given a wine I enter the name of the giver in the purchase note, “gift from George”. However, when I create an advanced search for bottles with “Gift from George” in the purchase note CT lists every bottle with such a purchase note whether in inventory or consumed. Is there a way to refine the search to list only bottles in inventory? Maybe there is a better way for me to define a gift bottle than using the purchase note. Thanks for your help.

Post #: 1

RE: Search using Purchase Note - 10/19/2021 8:29:23 PM

dpolivy

Posts: 1787
Joined: 4/20/2012
Status: offline

Bottle Note is probably a better field for tracking this if you want to be able to filter by in stock.

Dan

(in reply to Andrew42)

Post #: 2

RE: Search using Purchase Note - 10/20/2021 7:29:30 AM

Andrew42

Posts: 177
Joined: 11/30/2015
From: Switzerland
Status: offline

Thank you. I played with that and it does eveything I want. If I run the search and the result shows zero records, the screen suggests I may want to add consumed bottles to the search but I couldnt work out how to do that. What am I missing?

(in reply to dpolivy)

Post #: 3

RE: Search using Purchase Note - 10/20/2021 8:04:47 AM

Andrew42

Posts: 177
Joined: 11/30/2015
From: Switzerland
Status: offline

Don't worry, Dan. I've worked it out. I was starting from the wrong Main filter, using Individual Bottles instead of Wine.

(in reply to Andrew42)

Post #: 4

RE: Search using Purchase Note - 10/20/2021 9:26:40 AM

dpolivy

Posts: 1787
Joined: 4/20/2012
Status: offline

Great, glad that works for you!

Dan