Saved Transaction Search of Type = Sales Order > send an email alert when records are created/updated > on the email message > include Est. Gross Profit Percent value

 

1.     Navigate to Report > Saved Searches > All Saved Searches > New > select Transaction

 

2.     Rename the Search Title for easy reference in the future.

 

3.     Under Criteria tab > Standard sub tab:

 

*Filter                           *Description

Type                             is Sales Order

 

Note: Add other preferred Criteria as necessary.

 

4.     Under Results tab > Columns sub tab > choose Field(s) you want the search to pull up.

 

5.     Under Email tab > check the Send Email Alerts When Records are Created/Updated box.

 

6.     Under Email tab > Specific Recipients sub tab > add Recipient(s)

 

7.     Under Email tab >Customize Message tab > in the message field > copy and paste below formula:

 

Est. Gross Profit %: <%=ROUND({tranestgrossprofitpct}*100)%>              

 

Note: Add other preferred Fields as necessary.

 

8.     Summarized Results > choose the Send within Message radio button.

 

9.     Click on the Save & Run button.