Saturday, June 22, 2019

Saved search for Unfulfilled Sales Orders by a Specific Vendor

1. Navigate to Reports > Saved Searches > All Saved Searches > New> Transactions.

2. On the Criteria tab > Standard subtab add the following Filters:




Is Sales Order

Item fields: Vendor

Is: *

Item Fulfillment Fields: Status

Is Item Fulfillment: **

*Is the specific vendor which you wish to filter by.

**Is the Item fulfillment status which you wish to filter by. Example: Shipped

3. On the Results tab> Columns sub-tab feel free to add or remove any fields that you wish to see in the results.

4. Rename the search and click Save & Run.


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