Search Application

The Search function in 3 Clicks Cloud provides robust tools to manage and organise your data efficiently. This guide covers bulk updates, column customisation, inline editing, and more actions to control and customise your search results.

Manage Data is where users perform bulk updates, customise column views, edit records inline, and access search utilities such as favourites and export. These features help you quickly find, update, and organise information across Order, Style, Claim, Compliance, and other applications—saving time and improving productivity.

By leveraging bulk actions, column grouping, sorting, and pinning, teams can standardise workflows, reduce manual effort, and maintain consistent data views for reporting and analysis.

Bulk Update

Applications and Available Bulk Actions

How to Use Bulk Actions

Bulk Actions allow you to efficiently update multiple records at once, saving time and reducing manual effort. Here's how to do it:

1. Navigate to the Search View: Open the Search view of the relevant application where your records are listed.
2. Filter or Search Records: Use filters or the search bar to narrow down the list to the records you want to update.
3. Select Records: Tick the checkboxes next to the records you want to include. You can select individual items or click the checkbox in the first column to select all.
4. Initiate Bulk Action: Click on Bulk Actions and choose the desired action from the dropdown menu.
5. Complete Required Fields: Fill in any necessary fields or respond to confirmation prompts that appear.
6. Submit the Action: Confirm and submit to apply the changes across all selected records.

Style Search

Order Search

Columns

Group Columns

Organise data by grouping columns for a clearer view of your datasets:

• Click the Group option.
• Drag columns to the group section just above the column headings. Multiple columns can be grouped simultaneously.
• Rearrange the order of grouped columns by dragging and dropping.

To Undo Grouping: Click the Group section to ungroup columns.

Sort By Column

Easily sort your data in ascending or descending order, making it simpler to organise your information.

• Sort Using Column Heading: Click the column heading to toggle between ascending, descending, or default.
• Sort Using More Options: Click the ellipsis icon and select your preferred sort option.

Pin Column

Keep important columns visible while scrolling through extensive datasets.

• Click the ellipsis icon.
• Select the Pin Options to pin a column to the left or right.

Auto Size & Resize Column

Automatically adjust column sizes for optimal readability or manually resize them as needed.

• Auto Size:
  • Click the ellipsis icon and choose the Auto Size option.
  • Select Autosize All Columns to adjust all columns at once.
• Manual Resize:
  • Drag the edge of a column to your desired width.

Choose Columns to Display

Customise your view by selecting which columns to show, ensuring you see the most relevant data.

• Click the ellipsis icon.
• Navigate to the Choose Columns section and select the columns you want to display.

Style > Codes Columns

In Search > Style, you can add columns from Style › Codes to display product identifiers directly in your search results:

These columns surface codes defined in Style › Codes without needing to open each style record—ideal for reporting, bulk updates, and quick lookups.

Style > Sales Data Columns

In Search > Style, you can add columns from Planner > Styles to display key sales metrics directly in your search results:

These columns are grouped under the Sales Data sub-menu in Choose Columns for quick access. The same sales data is consistently displayed in both Search > Styles and Planner > Styles, with calculations correctly applied across all view types.

How it works across views:

• Style View — Displays style-level totals, ignoring colour detail. Numbers are aggregated at the style level for a high-level overview of performance.
• Style by Colour View — Shows sales data broken down by colourway for detailed analysis per variant.
• Style by Colour by Size View — Provides the most granular view with sales data per colour-size combination.

Style Search Views

Style Search offers multiple view options to organise your results:

• Style — Displays style-level totals with numbers aggregated at the style level for a high-level overview.
• Style by Colour — Displays styles per colourway with sales data broken down by variant.
• Style by Colour by Size — Displays styles broken down by colourway and size for a granular view of product variants. Use this view when you need to see or report on individual colour-size combinations, compare availability across variants, or manage codes and pricing at the most detailed level.

Column Hierarchy in Order Search

In the Search > Order view, Style and Order columns are organised under category headings to help you navigate and locate columns more efficiently.

How it works:

• When selecting columns to display in your Order search view, you'll see columns organised under category headings such as:

  • Date-related fields (e.g., ETA, ETD, Ex-Factory, In Store)
  • Pricing details (e.g., Buy Price, Sell Price, Retail Price, Landed Cost)
  • Code references (e.g., Order Number, Style Number, Colour Code)
  • Custom fields (both Style and Order custom fields)
  • And other logical groupings

• Simply expand the relevant category heading to view and select the columns you need.

• This hierarchical structure helps you quickly locate specific types of information without scrolling through a long list of columns.

Reset Columns

Restore your column settings to the default view with a single click.

• Click the ellipsis icon.
• Select Reset Columns to undo all changes and revert to the original view.

Drag & Drop Column

Rearrange columns by simply dragging them to your preferred order, enhancing personalisation.

• Simply drag and drop columns to adjust their order as desired.

Edit Data within the Search View

Make changes directly in the search results, streamlining the editing process.

• Editable Fields are highlighted in blue when hovered over.
• Make Edits: Click the field, make your changes, and they will be automatically saved.

More Actions

This section in the Search view provides several convenient tools to enhance your search experience and data management. These actions include:

My Home

Clicking the Home icon will automatically save the current search view as your Home Favourite page. Once set, clicking the Home icon will redirect you to this saved search view.

Refresh

Refresh the search view to ensure the latest data is displayed. This is especially important if the system experiences a delay in retrieving the information you’re trying to access.

Favourite

Save your frequently used searches for quick access later, improving efficiency.

• Click the Love icon in the upper right corner.
• Name your favourite search in the pop-up and click Save.
• Access saved searches via the Favourites section.

Export

Export your search view in excel format for reporting and analysis.

Just click the Download icon in the upper right corner.

Item Count

This shows the number of items in the selected search view. It is not editable.

Related Actions

• Search Overview

Troubleshooting