Shop search

Before you can use the Shop Planner or Shop Scheduler pages, you must select a shop. If you know the shop identifier, you can enter it in the Shop field, and the page will refresh to show the related shop information. If you aren’t sure what the shop identifier is, you can search for the shop. The steps are the same for both Shop Planner and Shop Scheduler.

  1. Do one of the following:

    • Open Shop Planner by going to Menu > Activities > Shop Planner.

    • Open Shop Scheduler by going to Menu > Activities > Shop Scheduler.

  2. Beside the Shop field, select the Search icon Search icon. The Shop Search window opens.

  3. In the Filters pane, you can complete any of these fields to run a search. If you don’t know what to enter, you can skip to Step 4.

    Field

    Definition

    Shop

    Enter a shop identifier, such as CW23.

    Name

    Enter a shop name, such as Local Shop.

    City

    Enter a city name.

    State

    Select a state or province from the dropdown list.

    Zip Code

    Enter a zip or postal code.

    County

    Enter a county, if applicable.

    Country

    Select a country from the dropdown list.

    Region

    Select a region from the dropdown list. The options available depend on your setup.

    Shop Type

    Select a shop type from the dropdown list. The options available depend on your setup.

    Division

    Select a division from the dropdown list. The options available depend on your setup.

    Cost Center

    Select a cost center from the dropdown list. The options available depend on your setup.

    Department

    Select a department from the dropdown list. The options available depend on your setup.

  4. Do one of the following:

    • Select Search to find matching shops. The Results pane lists the available matches. If there are no matches, the pane shows the message "No records to display." If you did not complete any of the fields, the results list includes all available shops.

    • Select Reset to clear the form and start again.

If you’re searching for a shop in Shop Scheduler, the window will display an error if the shop doesn’t have any bays. For information about creating bays, see Set up bays.

This illustration shows how the Shop Search window looks when you first open it.

Shop Search window