Wednesday, February 19, 2020

Search to Get the Percentage of Fulfilled Quantity Out of Ordered Quantity

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Under Criteria tab, set the following:
Type is Sales Order
Date is (specify a specific period)
Main Line is false
Tax Line is false
COGS Line is false
Shipping Line is false

*Set other criteria needed.


3. Under Results tab, set the following:  

Quantity Fulfilled/Received
Formula (Percent) > Formula =

4. Enter a Search Title.

5. Hit Save & Run.

1 comment:

  1. what would you set the summary function to? I need to have summary functions because multiple customers order the same products multiple times over a given time frame.