Create a Hyperlink on Sales Transaction Forms that Displays a List of Items with Available Quantity

In some cases, sales reps may need a quick access to a list of items available on their warehouse while creating sales orders and invoices for their customers. The steps below aim to create a hyperlink on the sales entry forms that shows the list of items with available quantity.

A. Create an item saved search

1. Navigate to Lists > Search > Saved Searches > New.
2. Click the Item link.
3. Provide a search title.
4. Mark the Public and Available as List View checkboxes.
5. Enter this criterion: Available is greater than 0.
6. Click the Results tab and add Name, Type, and Available column fields. Add more column fields if needed.
7. Click Save & Run.
8. Copy the URL from the search results page.

B. Create a custom transaction body field

1. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
2. Enter Available Items on the Label field.
3. Set Hyperlink for Type.
4. Unmark the Store Value checkbox.
5. Under Applies To tab, mark the Sale checkbox.
6. Under Display tab, choose Main for Subtab.
7. Set Display Type to Inline Text.
8. Enter Click Here on the Link Text field.
9. Under Validation & Defaulting tab, paste the copied URL from Step A to the Default Value field.
10. Unmark the Formula checkbox.
11. Click Save.

To test, navigate to Transactions > Sales > Enter Sales Order and you should now see a field called Available Items with Click Here link to the search results.