Advanced Search

This module allows stores to search, update and export products list's by applying various filters to your search. 

How to make an Advanced Search

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• From here you'll be able to make advanced searches with multiple filters.

• Start with specifying if your search either:

  • Starts with
  • Contains
  • Ends with

• Type in your search into the search bar

• A list of products will appear which match your search

• From here you can:

  • Print the list
  • Edit specific product(s)
  • Edit all products
  • Add filters

How do I add a filer

• To add a filter to your search, simply start with pressing the yellow 'Add' button

The filters now available in the 365 Advanced Search module include

• Advice- Select advice(s)
• Alert- Select alert(s)
• Cost Price- Select a range from equal to, less than, greater than
• Cost Price Type- Select a range from equal to, less than, greater than
• Created At- Select created at location
• Created By- Select staff member(s)

• Date Active Since - Select a date range from equal to, less than, greater than
• Date Last Counted - Select a date range from equal to, less than, greater than
• Date Last Sold- Select a date range from equal to, less than, greater than
• Date Price Changed - Select a date range from equal to, less than, greater than
• Group-Enter category(s) name to search
• Loyalty Points- Select a date range from equal to, less than, greater than
• Manufacturer- Enter manufacturer(s) name to search by
• Markup Rate- Select one of your previously created mark-up rates

• Pack Size - Enter the pack size
• Pack Unit - Enter the pack unit
• Primary Location - Enter location(s) to search by
• Qty on Hand- Select a range from equal to, less than, greater than
• Reorder Method- Select manual/reorder level/ replacement
• Reorder Qty- Select a range from equal to, less than, greater than
• Retail Price- Select a range from equal to, less than, greater than

• Setup Date- Select a date range from equal to, less than, greater than

• Status- Select active/ dormant/ inactive/ discontinued

• Store- Select store(s)

• Supplier – Select supplier(s)
• VAT Rate- Select a rate

• You can press the, button multiple times to add several filters

How to apply filter(s) to your search

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• Click the 'Add a Filter' button

• Choose your desired filter

• Choose the range

• Once you have chosen your range, enter the value

• You can add another filter by pressing 'Add a Filter'

Note you can click the button to remove any filter from your search

• Once all the filters you wish to apply to your search have been selected, click

• To clear all filters from your search click

How do I create a personalised filter and apply it to my search

TouchStore Retail 365 also allows you to create your own personalised filter by combining various filters and save them as a new filter

• To do this, select the filters you wish to use and click the 'Save Filter As..' button

• You will then be asked to enter the filter name and your new filter will now be saved

• To complete press the 'Save Filter' button.

How do I apply my personalized filter

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• Click the 'Load Filter' button

• Enter the filter name.

• Click the 'Load Filter' button to apply the filter

How to Delete a Saved Filter

TouchStore Retail 365 now allows you to delete a saved filter from the Advanced Search screen

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• Load the filter by pressing the 'Load Filter' button

• Enter the name you have previously assigned the filter in the search bar that appears

• Once the filter has been loaded it can be deleted by pressing the Delete Current Filter button

How to Edit Products from your Search

TouchStore Retail 365 also allows you to edit multiple products from the Advanced Search screen.

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• Apply the appropriate filters to your search as detailed in the How to apply filter(s) to your search section

• Once you have applied the filter(s) and loaded your list tick the box beside the product(s) you wish to edit.

• You can choose certain products by ticking the box beside the product name

• Alternatively, you can select all products that match your search by clicking the checkbox beside "Name"

• To edit the selected product click the pencil icon highlighted in the image displayed below

• Once you click 'edit' the 'Multi Product Quick Edit' window displayed below appears. This screen allows you to change the number of fields. These fields include Pack Size, Case Size, Supplier, VAT Rate, Expected Markup, Group and Status. If you do not want to change a particular field, simply leave the field blank

Note: You can also press the ‘e’ key on your keyboard to bring up the edit screen.

• Once you have made any changes you can press the “Update Products” button to save the products.

How to export a list of products to a Touchout file

It is now possible to export a list of products directly from TouchStore Retail 365 to a CSV file

• Begin by filtering the list of products you want to export from the Advanced Search screen as detailed in the How to apply filter(s) to your search section
• Once you are satisfied with the list you have filtered press the button

Note: When you export the file, your web browser may block the file from downloading. Check the address bar to see if a “Pop-up blocked” message appears. If so, you must allow pop-ups from TouchStore Retail 365

1.Click the blocked pop-up window in your web browser

2.Select ‘Always allow pop-ups from https://retail365.touchstore.ie

3.Click Finished

• Once you have exported the list you can format the CSV file by following the table displayed below

How to print a list of selected products

It is now possible to print a list of selected products directly from TouchStore Retail 365

• Begin by filtering the list of products you want to print from the Advanced Search screen as detailed in the How to apply filter(s) to your search section
• Once you are satisfied with the list you have filtered press the print button
• This will load the print preview screen
• To Print press the Print button

How to display different columns in search results

It is now possible to display different column in the results grid.

• Press the column chooser button
• This will display a list of different columns that can be added/removed to the results grid.
• Tick the columns you wish to display and press save changes.

How to Navigate through your Search

There are some useful tricks you can use to make navigating through a long list of products in the Advanced Search module much easier.

These include:

• The Search bar – You can now choose how you want to search for the product name: Starts with/Ends with/Contains.

• Starts With: Your search will return the product name that starts with the entered text

• Contains: Your search will return the product name contains the entered text
• Ends With: Your search will return the product name ends with the entered text

• Using your keyboard to navigate the Advanced Search panel

• The up/down keys will take you up and down the list of products

• If you are at the first record, pressing up will bring focus to the product search box
• If the product search box has focus, pressing the down arrow will highlight the first product
• When a product is highlighted you can press the ENTER key to go straight to that product
• When a product is highlighted you can press the SPACEBAR to mark that product as selected
• When 1 or more products are selected you can press the ‘e’ key to edit those products

• You can also choose how many products you can view per page (25, 50, 75 or 100 products per page) using the drop-down in the top right corner of the 'Advanced Search screen'

Please Note: You can also set store wide defaults for these new features in Configuration module under Store Settings:

How do I print my search results

• From your TouchStore Retail 365 home screen, click on the 'Advanced Search' icon

• Type in your search into the search bar

• Add your desired filters by clicking the 'Add a Filter' button

• Click on the printer icon

• Click the print button to complete