How do I search for an item, invoice number, products or job number?

How do I search for an item, invoice number, products or job number?



  Searching for Item, Invoice Number, Products or Job Number


On your dashboard, across the top there are a number of tabs. On the top right hand corner of your screen you will see a magnifying class and search bar. Click the search icon and enter either the product description, product code, invoice number or job number you wish to find. Either hit 'enter' on your keyboard or click the magnifying glass to begin your search. 
 




You will now see a list of possible options below. 




Select the category for your search such as Purchased Items, Products or Jobs (as shown above). If  you are searching for an invoice number select purchases and you will see the items listed below. Click on the invoice number and that invoice will open. 



All done!



If you need further support, please contact us on 1800 223 532 or email us on hello@burdi.com.au 



    • Related Articles

    • Notifications for new products created in Xero

       New Product Notifications in Xero You have  the option to send all products and line items to Xero creating products in Xero inventory. It is Xero that will create a new product if it doesn't exist already. Xero currently does not notify users if ...
    • Existing product codes in Xero. Does Burdi update or create a new item?

      Existing Product Codes in Xero As a default Burdi will not send product codes to Xero. If you would like products to be created and updated in your Xero Inventory you can activate this setting by heading to Account > Settings > Xero Settings > Xero ...
    • What if I accidentally gave my supplier the wrong job number?

      Wrong Job Number If the wrong job number has been given to the supplier or if the supplier has made a mistake, you can edit job numbers within Burdi and publish to ServiceM8. Click here to see how to edit job numbers on invoices. Got any questions? ...
    • Changing Job Numbers for Invoices and Individual Materials

      Changing Job Numbers Sometimes invoices get sent to the wrong customer job or materials for multiple jobs are listed on the same invoice. You can send all materials on an invoice or individual materials on one invoice to different jobs in ServiceM8. ...
    • Reviewing Invoices: Missing Job Number

      Reviewing Invoices: Missing Job Number For an invoice to be sent to ServiceM8, it must have the correct job number. If an invoice is missing a job number then we will send it to review for you to add it or edit the job number to the correct one. ...