How can I have a summary of all the carts that cli...
# ask-stanley-ai
m
How can I have a summary of all the carts that clients have been created ? Maybe a save search ?
c
AI generated answer (using internal Slack threads):
To have a summary of all the carts that clients have created, you can indeed use a saved search in NetSuite. However, please note that NetSuite does not natively support tracking of shopping carts before they are converted into sales orders. If you have a custom field or mechanism that tracks created carts, you can create a saved search based on that. Here's a general idea of how you can do it: 1. Navigate to
Reports > New Search
. 2. Select the record type that you want to search. In this case, it would be 'Sales Order' or your custom record type if you have one for tracking carts. 3. Define your criteria. If you have a custom field that tracks whether a sales order was originally a cart, you can add that as a criterion. 4. Define your results. You can choose which fields you want to display in the search results. For a summary, you might want to include fields like 'Customer', 'Date Created', 'Total', etc. 5. Save and run your search. Remember, this is a general guide and might need to be adjusted based on your specific setup and requirements. If you have a custom mechanism for tracking carts, you might need to adjust the steps accordingly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808368
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806898177
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.806623399
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