Global search

The search window is the fastest way to reach anything in Complaia. It is also called the command palette. Type a few characters and it shows matching menu entries and matching records together, from whichever screen you are on.

Where to find it: press ⌘K on a Mac or Ctrl+K on Windows and Linux, anywhere in Complaia. You can also click Search the system… near the top of the sidebar.

📷 Screenshot to add: the search window with stock typed in, showing a Navigation · Warehouse block and a Products block below it

When you'll use it

• A customer on the phone gives you an order number, and you want to open that order quickly.
• You know a product's code but not where it is in the catalog.
• You want a screen but cannot remember where it is in the menu. Type its name instead of looking through the sidebar.
• Somebody says a record exists and you cannot find it, and you need to know whether the cause is your permissions or the data.

Key concepts

Two kinds of result

One box searches two different things:

	Menu entries	Records
What they are	The screens in your own sidebar	Products, categories, attributes, components, orders and entities
Heading in the results	Navigation · section name	Products, Categories, Attributes, Components, Orders, Partners
How many	Up to 40	Up to 6 per group
When they appear	As you type	A moment after you stop typing

Both start at two characters. With fewer, the window shows Start typing to search your data.

You only find what you may open

The search never shows more than your role allows:

• Menu entries follow the same rules as your sidebar, so a screen you cannot open never appears.
• Records are checked group by group. You see the Orders group only if you may view orders, the Products group only if you may view products, and so on. A group you are not allowed to see is simply missing. There is no greyed-out heading and no count of hidden results.

An empty result therefore usually means that you cannot see that kind of record, not that the record has been deleted.

What it searches: six kinds of record only

Records are searched in six groups only. Invoices, shipments, routes, production orders, claims and returns, users and warehouses are not searched here. To find them, open their own list and use the search box of that list.

The screen

The window opens on top of the current page, with the cursor already in the box. The box reads Search products, categories, attributes, orders…

Menu entries come first. They are grouped like the sidebar:

• one block per section, headed Navigation · Catalog, Navigation · Warehouse and so on;
• inside a block, the entries are listed under the name of their menu group (for example Configuration).

Menu entries that open a window rather than a page, such as Warehouse type and New ticket, are included and work the same way.

A menu entry is found by:

• its own name,
• the name of its group and of its section. Typing configuration lists every entry in every Configuration group;
• related words. For example, invoices finds Invoicing, and companies finds the entries of the Entities group.

If you type several words, all of them have to match. Upper and lower case and accents are ignored.

Records come next, always in this order:

Group	Matched on	The second line shows	Clicking a result opens
Products	Name, description, SKU (stock keeping unit), EAN (European Article Number), UPC (Universal Product Code)	SKU, or EAN if there is no SKU	The product's own page
Categories	Name, key, description	The category's path in the tree	The Product list
Attributes	Name, key, description, section	The section	The Attributes screen
Components	Name, code, EAN, supplier code	The code	The component's own page
Orders	Order number, the number from the shop the order came from, the customer's name, and the name or EAN of any line on the order	The customer's name	The order's own page
Partners	Name, short name, first name, surname, tax number	The tax number, or the short name if there is none	The entity's own page

Two names for one thing

The search calls its last group Partners, while the sidebar calls the same records Entities. This documentation calls them entities (customers & suppliers).

Records match on any part of the text, ignoring upper and lower case: brac finds Bracket A and Wall bracket. But the search does not correct mistakes. A typo finds nothing, and for records an accented letter has to be typed exactly as it is written.

The keys are listed along the bottom edge of the window:

Key	What it does
↑ ↓	Move through the results, across groups. From the last result, ↓ goes back to the first.
Enter	Open the highlighted result
Esc	Close the window and stay where you were
⌘K / Ctrl+K	Open the window. Pressed again, close it

You can also click a result, or click outside the window to close it.

Common tasks

Jump to a screen by name

1. Press ⌘K (or Ctrl+K).
2. Type a few letters of the screen's name, for example stock, carr or invo.
3. Press ↓ to reach the entry under Navigation, and press Enter.

Open an order from its number

1. Press ⌘K (or Ctrl+K).
2. Type the order number. If the customer gives the number from your online shop rather than yours, type that one. It is matched too.
3. Press Enter on the result under Orders.

If you have no number, type the customer's name instead. Orders are matched on the customer recorded on them.

Find a product from a code

1. Press ⌘K (or Ctrl+K).
2. Type or scan the SKU or the barcode.
3. Press Enter on the result under Products, or under Components if the code belongs to a material or part.

Check whether a company is already on file

1. Press ⌘K (or Ctrl+K).
2. Type the company's tax number, or part of its name.
3. Look under Partners. If the company is there, open it instead of adding it a second time.

Open a result in a new tab

1. Search as usual.
2. Hold ⌘ (Mac) or Ctrl (Windows, Linux) and click the result, or click it with the middle mouse button.

The result opens in a new browser tab and the search window stays open, so you can open several results one after another.

When it doesn't work

What you see	Why	What to do
Start typing to search your data. stays on screen	You have typed fewer than two characters	Type at least two
No results, whatever you type	Nothing matches, or you hold none of the six view permissions, so no records are searched for you. Menu entries still appear when their name matches	Check whether the matching list screen is in your sidebar. If it is not, ask whoever manages roles
One kind of record never appears, though others do	Each group is checked against its own permission	Your role does not include the View permission of the missing group. Ask whoever manages roles
A claim or a return does not come up	Only ordinary orders are searched. Claims, returns and deleted orders are left out	Find them under Sales → Claims & returns. See claims & returns
A category result took you to the product list	Category results always open the product list	To edit the category itself, open Catalog → Categories. See categories
Records appear a moment after the menu entries	Records are fetched only when you pause typing	Nothing. Keep typing, the results follow
⌘K / Ctrl+K does nothing	The search does not open while the setup wizard is on screen, or while the subscription has lapsed (except on the few screens that still work then)	Finish the wizard, or choose a plan under System → Subscription first
A name with ł, ö or é is not found among records	For records, accented letters must be typed as written	Type the letter with its accent, or search by a code or number instead

Permissions

Menu entries need no permission beyond what your sidebar already shows.

Records need the View permission of the matching group in the role editor. One of the six is enough to search, and each one adds its own group:

Group in the results	Permission in the role editor
Products	Products: View
Categories	Categories: View
Attributes	Attributes: View
Components	Components (materials): View
Orders	Orders: View
Partners	Entities (B2B/B2C): View

The Owner sees every group.

An empty result does not prove the record is gone

The search shows only what you are already allowed to open. Before you decide that a record has been deleted, open its list screen and look there. If the list screen is not in your sidebar either, the record may exist but be hidden from you.

Related

• Interface & navigation: the search as part of the whole screen
• Working with lists: the search box of a single list, which works differently
• Roles & permissions: where the six permissions above are granted
• Identifiers & labels: what SKU, EAN and UPC are
• Claims & returns: records the search does not include
• Glossary: the one-line definition