Advanced Searching in SAGE Workplace Cheat Sheet SAGE Workplace’s product research tool empowers you to explore the vast promotional product industry database, comprising of over 1.4 million products. Offering more than 60 search fields, you have the flexibility to narrow down searches by using drilldown filters and options, ensuring you discover the ideal product for your clients. This cheat sheet is designed to help you learn how to better search SAGE Workplace and be more efficient at finding those harder-to-locate products for your customers. There are over 60 different fields or search criteria available when using the SAGE Product Search. For more advanced searches, you can use the Advanced Search tool. Search Criteria
To generate ideas fast, you can use the Idea Wizard feature in the Product Search area. The SAGE Idea Wizard uses the power of generative AI to give you ideas based on an event or promotion. Click the lightbulb icon in the right corner to get started. Did You Know? • Log into SAGE Workplace • Click on Product Search in the left menu. If you’re searching for a specific project, you can also open a search from within the Project Management module. • Change your search view to find the option that works best for you by clicking Change View. You can perform an advanced search with the different view options. • You can make your search as narrow as you’d like using the search fields listed. • After narrowing down your search filter options, click Start Search. How To Start and Filter An Advanced Search Do you need the product in a short timeframe? Consider adding these fields to your search: Production Time, Location (where the supplier is located), Ship Point (where the product is shipping from), or In Stock (under the Other Filter Option). If you are looking for ideas for products, you can try the Theme criteria along with a quantity and price range if it’s been provided, and/or some Other Filter Options checkboxes. This includes Fresh Ideas, Popular Products, Premiums/Incentives, or Wearables Excluded. Short Timeframe Product Ideas The most basic search criteria combinations are Category, Keywords, and Color. To be more specific on what you need for a product, you can also use criteria like Price, Quantity, Dimensions, Decoration Method, and Made in, Assembled in or Decorated in. Suggested Search Criteria Combinations
• Aclymate • Asian/Pacific Islanders Owned • B Corp Certified • Black Owned • CSR Certified • Disability Owned • No Setup Charge • Non-Union Made • Officially Licensed • Pictured • Popular • PPAI Code of Conduct • Premiums/Incentives • Print on Demand • Product Safety Aware • Recyclable • Samples on Hand • Specials (All) • USMCA-Proficient • Union Made • Verified Products • Wearables Excluded Other Filter Options Environmental, Social, and Governance (ESG) Search Criteria: • All Audiences • Awards • Blank or Decoration Available • Canadian Friendly • Coded Pricing • Credit Cards Accepted • Current • Decoration Included • Decoration Available • Discontinued • Eco Friendly • Excluded Suppliers • Exclusive • Fresh Ideas • In Stock • My Favorites • New • EcoVadis Certified • Fair Labor Association • Green Business Benchmark • Higg FEM • Hispanic Owned • Indigenous Owned • LEED • LGBTQ+ Owned • Minority Owned • The Climate Label • Veteran Owned • Women Owned
Search Connectors Search connectors are used when you want to include more than one keyword, theme or color in the same search. You can use a variety of connectors depending on what you need to do. Note that search connectors only work in the detailed search view. Most often, one keyword will do. However, if you need to narrow down results, you can enter multiple keywords, separating each by “AND” or “OR”. You will find these two buttons above the box at the right. “AND” indicates that both words must exist. For example, if it has to be both ceramic and have a handle, you could enter CERAMIC AND HANDLE as keywords. On the other hand, if you wanted something either ceramic or porcelain, you would type CERAMIC OR PORCELAIN in the keyword area. “NOT” will eliminate words from your search. For example, if you want to search for a plastic pen without a stylus, you would enter PEN as your category and PLASTIC NOT STYLUS as your keywords. You can also use parentheses to make your search as specific as you need. For example, if you want a mug that is either ceramic or porcelain but in either case it has to have a handle, you will enter (CERAMIC OR PORCELAIN) AND HANDLE in the keywords field. What are search connectors? Using AND & OR: Using NOT: Using OR and Parentheses:
As you become more experienced with SAGE Workplace, you will notice that you want to make your searches more detailed to find specifically what you need. You can add more than two keywords by using parentheses. For example, if you want a plastic or metal flashlight that is waterproof, type: (PLASTIC OR METAL) AND WATERPROOF Note that depending on where your parentheses are placed, your search will take a completely different direction. For example, if you moved the parentheses in the above example to look like this: PLASTIC OR (METAL AND WATERPROOF) You would get a list of any flashlight that is plastic OR both metal and waterproof. You might get many flashlights that are plastic, but not waterproof at all. However, those that are metal will definitely be waterproof. So, as you can see, it’s important to make sure to put the parentheses in the right place! As a final example, suppose you want a flashlight which is either plastic or metal, waterproof, but without a quartz lamp. You would put “Flashlights” as the category, and then your keyword list would look like this: (PLASTIC OR METAL) AND WATERPROOF NOT QUARTZ Advanced Keyword Searches
Using quotation marks “_”, will allow you to search by phrases. Say you are looking for a shirt that is 75% Polyester, you would use the category of SHIRTS, and your keywords would be “75% Polyester”. This would only show results for shirts that have that specific arrangement of words, instead of having both words somewhere in the description or keywords. Using the Asterisk *, will allow you to perform wildcard searches when you want to search multiple variations of a word. For example, using keyword MAGNET* will pull up results for Magnet, Magnetic, Magnetically and Magnetized. Using brackets [-], will allow you to search for exact forms of words. SAGE will automatically search for different variations of the word (for example: -ing, -ed, etc.) to show you more products. If you’re looking for something specific, like you want a felt material laptop bag, you can use BAGS as the category and [FELT] AND LAPTOP as the keywords to further narrow down your search. Category: OR • Example: Masks OR Bandannas Theme: AND, OR, NOT • Example: Golf AND Outdoors, Golf OR Outdoors, Golf NOT Outdoors Color: / (for two-tone items), AND, OR, * • Examples: Red/Black, Red AND Black, Red OR Black, Camo* For more information on search connectors, see the Knowledge Base Article: Advanced Search Tips, which can be found by logging into your account on sagemember.com under Support> Knowledge Base. Using Quotation Marks: Using the Asterisk: Using Brackets: Where to use the Search Connectors other than keywords: “_” * [-]
Additional Search Tips Instead of searching for the brand name in the Keywords field, instead try using the Item Name field instead, since the title of the product will normally include the brand name. Also try looking up the brand name in a Supplier Search to see if it is the suppliers name or a line they carry. Flash drives can be tricky to search for when you have multiple sizes available. If you know the specific size (MB or GB) you are looking for, try putting that in the Item Name field to limit the results to specifically that sized flash drive. For more information, contact your SAGE Account Advisor today. With SAGE Workplace, you have the convenience of accessing the product research tool from anywhere, whether it’s your desktop, the web, or your phone. For seamless searching while on the move, simply download SAGE Workplace Mobile App, or opt for SAGE Workplace through your web browser. The product search feature in SAGE streamlines the process of finding the ideal products for your customers. To dive deeper into its functionalities, sign up for a complimentary live demo and receive a comprehensive tutorial. Brand Names: Narrowing down results for Flash Drives: LEARN MORE HERE
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