Thursday, May 9, 2019

Create a Saved Search that will Pull up the Transaction Records that are Associated to a Specific Promotion Code

Create a saved search that will pull up the Transaction Records that are associated to a specific Promotion Code:

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Type > Transactions
3. In the Criteria tab, add the following filters:

Promotion Code > choose the Promotion Code > click Set
Main Line
> set to Yes
Type is Sales Order

4. Go to the Results tab and add the necessary columns
5. Enter a Search Title
6. Click Save & Run



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