Hi everyone! This may be a simple question, but I’...
# general
j
Hi everyone! This may be a simple question, but I’m struggling with it. How can I create a Saved Search that shows Sales Orders with their line items?
e
Create a transaction search. Set the criteria to Type = Sales Order. I'd highly recommend adding a date filter or some other criteria that limits your results, as you will get one result per LINE ITEM on each of your Sales Orders
👍 1
j
Got it, thanks @ericbirdsall
e
There will be some other lines as well.. I believe shipping, and COGS. If you don't want to see these lines, find "Shipping Line" and "COGS Line" in the criteria and set them both to false.
j
Got it
How would I be able to filter out for just the Sales Orders that were created in the last six months?
e
Set the Date criteria to "On or after" then you can choose (Relative) then choose 6 months ago
j
Magic! Thank you @ericbirdsall