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Planner Search

Planner Search lets you find and manage planner records across your organisation. Use filters, keywords, and column customisation to locate planner records quickly and perform bulk updates.

Planner Search supports application-specific column organisation and all standard search features—bulk actions, column grouping, inline editing, favourites, and export.

Columns Available

You can customise your Planner Search view by adding or removing columns. Columns are organised under category headings in Choose Columns. The following columns are available:

Column Description Editable
Image Preview image of the planner. No
Plan Plan identifier or name. No
Description User-defined description of the planner. Yes
Valid From Start date for the planner's validity period. Yes
Valid To End date for the planner's validity period. Yes
Created By User who created the planner. No
Status Current planner status (e.g., Draft, Active, Expired). Yes
Budget Budget amount for the planner. No
Created Date and time the planner was created. No
Customer Customer or retail channel for the planner. The list available for this can be configured in Site Settings › Company › Customer. Yes
Label User-defined labels for filtering and organisation. No
Target Budget Target budget amount for the planner. No
Target Quantity Target quantity for the planner. Yes
Total Buy Value Total buy value across the planner. No
Total Quantity Total quantity across the planner. No
Total Retail Value Total retail value across the planner. No
Total Sell Value Total sell value across the planner. No
Updated Date and time of the last update. No

Filter

Use filters to narrow your Planner Search results. The following filters are available:

Filter Description
Created Filter by planner creation date.
Created Between Filter by creation date range.
Created By Filter by user who created the planner.
Customer Filter by customer or retail channel. The list for this filter depends on what was configured in Site Settings › Company › Customer.
Keywords Search across planner fields by keyword.
Label Filter by user-defined labels.
Recent Filter to show recently viewed or updated planners.
Updated Filter by last update date.
Updated Between Filter by update date range.

Bulk Actions

Planner Search supports bulk actions with these functionalities:

Action Bar Fields
Actions Delete — Remove selected planners.
Fields Customer — Customer or retail channel for the planner.
Status — Current planner status.
Valid From — Start date for the planner's validity period.
Valid To — End date for the planner's validity period.

For full details on bulk actions and how to use them, see Manage Data in Search.