Understanding search

Search in BakeSmart helps you quickly find orders, customers, sales, products, time cards, and more—but what it finds depends on where you are and which filters are active. Knowing how each search works, and when to widen your date range or change screens, can save time when something seems like it should be there but isn’t.

Understanding search

Most lists in BakeSmart have a search field at the top. This article explains what search finds, and why a search sometimes finds nothing even though the record exists.

Widen the filters first

A search only looks inside the list you can see. Most lists start at today's date, so a search for next week's order finds nothing until you change the dates.

Home starts at today's Open orders.
Transactions > Orders, Transactions > Sales and Transactions > Shipping start at today.
Transactions > Invoices starts at today and shows only Outstanding invoices.
Time Cards starts at today.
Transactions > Payment Requests isn't limited by date.

If you can't find something, change the date range (or click All Dates where it's shown), then search again.

What you can type

On order lists, customer lists and the shipping list, you can type several words. Every word must match, so each extra word narrows the results. For example, jane smith finds orders for Jane Smith, and smith 4412 finds Smith orders with a phone number ending in 4412.

Names: On order lists, a first or last name matches from the start of any word in it. cruz finds "De La Cruz". On other lists, type the start of the name.
Business names: On order lists, a business name matches anywhere in the name. bakery finds "Main Street Bakery".
Phone numbers: On order lists, type the last digits of the phone number. On the Customers list, type at least 4 digits from anywhere in the number.
Email: Type the start of the email address.

On Sales and Payment Requests, the search treats what you type as one phrase. Type one thing at a time: a name, an email or a number.

Searching for numbers

On order lists:

Type 2 or more digits to find order, invoice and POS ticket numbers that contain them. 4412 finds order 14412.
A single digit finds names that start with it, not order numbers.
Letters and digits together also work. FRO21 finds an order numbered FRO21.
To find one invoice revision, type it as shown, like 13696-R2.

Things search can't find

POS sales on the Orders list. Orders taken at the POS appear only on Transactions > Sales.
A product's SKU or barcode. Product search matches product names and category names only.
A gift card by name. Look up a gift card by its full card number, or swipe it.

Which screen to use

To find	Go to	Details
An order or invoice	Home, Transactions > Orders or Transactions > Invoices	How to find an order
A POS sale	Transactions > Sales	How to find an order
A customer	Customers	How to find a customer
A product	Products > Product List	How to find a product
A customer or order at the register	The POS	How to look up customers and orders at the POS
A gift card	Gift Cards	How to Check & Manage Gift Card Balances in BakeSmart
A time card	Time Cards	Understanding Time Cards and Adjustments in BakeSmart
An inquiry	Inquiry Inbox, in the menu under your initials	How to Respond to a Custom Order Inquiry

Note: SmartSearch, in the Help panel, searches help articles. It doesn't search your orders, customers or products.

Understanding search