Global Search

🔎 Global Search Report

The Global Search Report allows users to search across all modules, transactions, and master records in the ERP application from a single unified interface. It provides a centralized, fast, and intelligent search function to locate relevant records—such as customers, invoices, payments, stock items, purchase orders, and more—without navigating into each module separately.

🎯 Purpose of the Report

• To quickly locate records across multiple modules.

• To provide instant access to key business data.

• To eliminate time wasted in navigating individual reports.

• To improve decision-making by presenting all related results in one place.

📌 Key Data Fields (Dynamic by Result Type)

Since the results can come from various modules, the displayed fields will depend on the record type:

Field	Description
Module Name	The ERP module where the record exists (e.g., Sales, Purchase, Inventory, Finance, HR).
Record Type	Nature of the result (e.g., Invoice, Sales Order, Stock Item, Vendor, Customer, Journal Entry).
Reference / Document No.	Unique identifier of the record.
Record Name / Title	Name or description of the record.
Date	Date of creation or transaction.
Status	Active, Cancelled, Pending, Completed, etc.
Linked Party	Customer, Vendor, or Employee associated with the record.
Amount / Value	For financial transactions, the total value.
Remarks / Notes	Additional comments or details.
Action Links	Quick links to view, edit, or print the record.

🔍 Filter & Search Options

• Keyword Search (partial or exact match).

• Search by Module (Sales, Purchase, Inventory, etc.).

• Search by Date Range.

• Search by Record Type (Invoices, Orders, Payments, etc.).

• Search by Status.

📊 Insights Provided

• A complete view of related data for a specific keyword across the ERP.

• Quick identification of associated transactions (e.g., all invoices for a customer).

• Easier cross-checking between modules (e.g., linking sales orders to inventory dispatches).

📤 Export & Integration

• Exportable to Excel, CSV, or PDF.

• Integrated with permissions and role-based access control (only shows what the user is allowed to view).

• Supports click-to-navigate for quick record opening.

✅ Benefits

• Time-saving: Find what you need without browsing multiple screens.

• Comprehensive: One search retrieves all related data.

• Accurate: Reduces the risk of overlooking important linked records.

• Flexible: Works across multiple data formats and modules.

📈 Example Layout

Module	Record Type	Document No.	Name / Description	Date	Status	Linked Party	Amount	Action
Sales	Invoice	INV-1052	Sales Invoice	2025-07-10	Paid	John Smith	$1,250.00	View
Inventory	Item	ITM-501	Steel Pipes	—	Active	—	—	View
Purchase	PO	PO-2208	Purchase Order	2025-06-15	Approved	Steel Corp	$5,500.00	View
Finance	Journal Entry	JE-3201	Adjustment Entry	2025-07-12	Posted	—	$200.00	View