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
ericbirdsall
02/18/2021, 10:53 PM
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
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j
Joe
02/18/2021, 10:53 PM
Got it, thanks @ericbirdsall
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ericbirdsall
02/18/2021, 10:54 PM
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
Joe
02/18/2021, 11:12 PM
Got it
Joe
02/18/2021, 11:12 PM
How would I be able to filter out for just the Sales Orders that were created in the last six months?
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ericbirdsall
02/18/2021, 11:20 PM
Set the Date criteria to "On or after" then you can choose (Relative) then choose 6 months ago