Saturday, June 15, 2019

Create a Saved Search to show all Sales Orders that have been Packed but not Shipped

Create the search to pull out all Sales Orders which have been Packed but not yet Shipped by following these steps :

1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction
2. Under the Criteria tab > Standard su tab > enter the following :
- Type = Item Fulfillment 
- Status = Is not Sales Order : Pending Fulfillment 
- Status = Is not Item Fulfillment: Packed
- Main Line = Is true
3.  Under the Results tab :
- Add the Applied to Transaction to see the Sales Orders
4. Click Save& Run.

Note: User will be able to see all the orders that have packed but not shipped.

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