Overview of product and customer search in Point of Sale

Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) provide easy-to-use search functionality that lets store employees quickly search for products and customers. The search bar is always present at the top of MPOS and CPOS, so that employees can quickly find products and customers.

Employees can search for products in the assortments and catalogs that are associated with the current store, and in the assortments and catalogs that are associated with any other store in the company. Therefore, cashiers can sell and return products outside the store assortment. Similarly, employees can search for customers that are associated with the current store or any other store in the company. Additionally, employees can search for customers that are associated with a different company in the parent organization.

By default, a product search is done on the store assortment. This type of search is known as a local product search. However, employees can easily switch to any catalog that is associated with the current store, or they can search in a different store. This type of search is known as a remote product search. To change the catalog, select the Categories button on the left side of the page. At the top of the pane that appears, select the Change catalog button, and then select one of the available catalogs to browse it. The system will search the selected catalog for products.

On the Change catalog page, employees can easily select any store, or they can search for products across all stores.

Changing the catalog

A local product search searches within the following product properties:

  • Product number
  • Product name
  • Description
  • Dimensions
  • Barcode
  • Search name

Enhancements to local product searches

The experience for local product searches has been made more user friendly. The following enhancements have been made:

  • Product and customer drop-down menus have been added to the search bar, so that employees can select either Product or Customer before they do the search. By default, Product is selected, as shown in the illustration that follows.
  • For multiple-keyword searches (that is, for searches that use search terms), retailers can configure whether the search results include results that match any search term or only results that match all search terms. This setting is available in the POS functionality profile, under a new group that is named Product search. The default setting is Match any search term. This setting is also the recommended setting. When the Match any search term setting is used, all products that fully or partially match one or more search terms are returned as results, and the results are automatically sorted in ascending order of products that have the most keyword matches (full or partial).

    The Match all search terms setting returns only products that match all the search terms (full or partial). This setting is helpful when the product names are lengthy, and employees want to see only limited products in the search results. However, this type of search has two limitations:

    • The search is done on individual product properties. For example, only products that have all the searched keywords in at least one product property are returned.
    • Dimensions aren't searched.
  • Retailers can now configure product search to show search suggestions as users type product names. A new setting for this functionality is available in the POS functionality profile, under a group that is named Product search. The setting is named Show search suggestions while typing. This functionality can help employees quickly find the product that they are searching for, because they don't have to type the whole name manually.

  • The product search algorithm now also searches for the searched terms in the Search name property of the product.

Product suggestions

Customer search is used to find customers for various purposes. For example, cashiers might want to view a customer's wish list or purchase history, or add the customer to a transaction. In the case of multiple-keyword searches, the customer search algorithm returns all customers that match any of the searched keywords. However, the customers that match the most keywords appear at the top of the results. This behavior is analogous to the way that other search engines show results. They first show the results that match the most searched terms, and then they show the results that partially match the search keywords. This behavior helps cashiers in situations where they are using multiple keywords for their search, but one of the keywords has a spelling mistake.

By default, a customer search is done on the customer address books that are associated with the store. This type of search is known as a local customer search. However, employees can also search for customers globally. In other words, they can search across the stores of the company and across all other legal entities. This type of search is known as a remote customer search.

To search globally, employees can select the Filter results button at the bottom of the page and then select the Search all stores option, as shown in the illustration that follows. In this case, not only customers are returned. All types of parties that are part of any address book in the headquarters are also returned. These parties include workers, vendors, contacts, and competitors.

Note

A minimum of four characters must be entered for a remote customer search to return results.

In a remote customer search, the customer ID isn't shown for customers from the other legal entities, because no customer ID has been created for those parties in the current company. However, if an employee opens the customer details page, the system automatically generates a customer ID for the party and also associates the store's customer address books with the customer. Therefore, the customer will be visible in local store searches that are done later.

Global customer search

Enhancements to local customer searches

Local customer searches help employees quickly find customers by phone number. Employees don't have to type any special characters that have been added to a customer's phone number, such as spaces, hyphens, or brackets. Although cashiers can store phone numbers in any format (for example, they can include brackets, hyphens, symbols, and so on), they can search for customers by typing a partial phone number. If a cashier included special characters when he or she entered a phone number, other cashiers can find the customer by typing the numbers that appear after the special characters. For example, if a customer's phone number was entered as 123-456-7890, a cashier can search for the customer by typing 123, 456, 7890, or 1234567890, or by partially entering the first few numbers of the phone number.