Global Search
Search across customers, invoices, products and other records from one box.
Why and when you use it
When a customer calls about 'that bill from last week' you need to find it while they are still on the phone. Global Search looks across customers, invoices, products and other records at once, so you do not have to guess which screen to open. Counter staff, accountants and owners all use it many times a day.
Before you start
- Some records must already exist (customers, products, invoices)
Step by step
- Open Global SearchOpen Global Search from the Stockivio ERP menu.
- Type what you knowEnter a customer name, a phone number, an invoice number or a product name. Part of a word is often enough.
- Read the resultsResults come from customers, invoices, products and other records, so check which kind each result is.
- Open the recordClick the result you need to open it on its own screen.
- Narrow the searchIf you get too many results, add more of the name or number and search again.
Worked example
At Sharma Traders, Gupta Kirana Store calls on 12 Nov 2026 asking about an invoice for ₹7,350. The clerk does not remember the invoice number.
- Open Global Search and type 'Gupta'.
- Results show the customer Gupta Kirana Store and its recent invoices.
- Click the invoice dated 12 Nov 2026 for ₹7,350.
- The invoice opens with Paid and Balance, and the clerk confirms the payment status.
Result: The clerk answers the customer in under a minute without browsing through Sales Invoices.
💡 Tips
- Search by phone number when customers have similar names.
- Product codes (SKU) are usually more exact than product names.
- If a record does not appear, it may not be saved yet, or your role may not allow you to see it.
⚠️ Common mistakes
- Creating a new customer because a search found nothing, when the name was spelt differently. Try the phone number first.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Global Search.
- Scene 2: Type part of a customer name and show mixed results.
- Scene 3: Click an invoice and show it open.
- Scene 4: Search by phone number to find the same customer.