Wednesday, November 14, 2018

Saved Search to Display Items Sold, but also Include Items with Zero Quantity Sold

An item saved search to display all items, including the items sold, should ease the user in cross-referencing the items that have been stagnant in sales during that period.

Here is how to do this:

1. Navigate to Reports > Saved Search > Saved Searches > New.
2. Click on the Item link.
3. In the Criteria tab, add the following filter:

Filter: Type
Description: is Inventory Item

4. Go to the Results tab.
5. Add the following fields:

Field: Name
Summary Type: Group

Field: Formula (Numeric)
Summary Type: Sum
Formula: case when {transaction.type} in ('Cash Sale', 'Invoice', 'Cash Refund', 'CCard Refund', 'Credit Memo') then {transaction.quantity} else 0 end

 

 

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