Thursday, May 23, 2019

Saved Search to View All Price Lists with Customers

To create your search please follow the steps below.

1) Navigate to Reports > New Search > Customer > Create Saved Search

2) Under the Criteria tab

    > Inactive > No

    > Add Item Fields... > Inactive > No

3) Under the Results tab

    > Select the Remove All button

    >  Add Pricing Fields... > Add Multiple > hold Ctrl and select Item, Customer, Price Level, Unit Price, Sale Unit > Add

4) Rename Search

5) Select Save & Run

No comments:

Post a Comment