How do I use the area search feature in metasfresh?

Overview

In many windows that include entries associated with business partners (e.g., in the menu under sales order, purchase order, business partner, phone call schedule, etc.), you can use the area search to limit the search results to a specific geographical area.

In addition, you can start location-specific area searches directly from the business partner entry, where the results are suggested based on the selected address.

Requirements

  1. Set up a geocoding service for the area search.
  2. Add a business partner along with an address.

    Important note!
    For the area search to work smoothly, the business partner address must include at a minimum a postal code (ZIP), the City and the Country.

Steps

  1. Open a window of your choice where the area search is available in list view, e.g., “Business Partner”.
  2. Click "Filter" at the top left of the window and then click "Area Search".
  3. As required, enter Street & House No., ZIP, City and/or Country.
  4. Enter a Distance and click "Apply".

    Note: Press Alt + ↵ Enter / ⌥ alt + ↵ Enter to apply the filter criteria.

  1. Open the entry of an existing business partner in the detailed view or add a new one.
  2. Go to the record tab “Location” at the bottom of the page.
  3. Select a location entry of your choice that shall be used as starting point for the area search.
  4. Start the action “Area Search”. An overlay window opens up.
  5. Enter a Distance.
  6. Click “Start” to close the overlay window and begin the area search.
  7. The results of the area search found by the filter open up in a new browser tab.

    Note:
    You can also start this action from the actions menu in the list view if you have selected a business partner entry. If the entry contains more than one address, the one that was first entered will be used for the area search.

Example

GIF: Area Search (Geocoding)


View source file on GitHub.com