Saturday, December 15, 2018

Saved Search to Display Quantity of Items Returned

There is no standard report that shows a list of Items that were returned.  In order to accomplish this, a saved search can be created. This search will show all items returned either they were restocked or written off.


1. Navigate to Reports > Saved Searches > All Saved Searches > New > Select Transaction.


2. Set the following filters in the Criteria tab:


 Type = is any of Cash Refund, Credit Memo

 Main Line = is false

 Shipping Line = is false

 Tax Line = is false

 COGS Line = is false

 Memorized = is false

 Quantity = is not empty

 Date = 'select a date range'


3. You may choose to leave the default fields in the Results tab but make sure to add the following:


 Item > Summary Type = Group

 Quantity > Summary Type = Sum


4. Enter Search Title.


5. Click Save and Run button.


6. The search can be access again when you navigate back Reports > Saved Searches > All Saved Searches.


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