Tuesday, July 9, 2019

Saved Search for Sales Rep Profit per Sales Order with Profit per Item

To create a  search to display Profit per Sales Order by Sale Rep:

 

1) Navigate to Reports > New Search > Transaction

2) Under the Criteria tab:

-- Type is Sales Order

-- Main Line is False

3) Under Results tab:

-- Add Sales Rep

--- With Summary Type is Group

-- Add Number 

--- With Summary Type is Group
-- Add Amount

--- With Summary Type is Sum
-- Add Item  
-- Add Quantity
-- Add Item Fields... > Purchase Price

--- With Summary Type is Sum

--- With Label is Cost
-- Add Formula (Numeric)

--- With Formula: {quantity}*{item.cost}

--- With Summary Type is Sum

--- With Label is Total Cost

-- Add Formula (Numeric) 

--- With Formula: {amount}-({quantity}*{item.cost})

--- Summary Type is Sum

--- Label is Profit

4) Select Create Saved Search.

5) Rename Search

6) Click Save & Run.

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