Hi there - I'm looking to create a dataset for all...
# inventory
m
Hi there - I'm looking to create a dataset for all inventory items that include a sum of total quantities sold and total revenue (and include results for items even when there has been no sales history in the time period. I'm using Item as my root record type and seem to just be having a tough time finding a related field I can use for the quantity sold and revenue amounts for those inventory items - I'm not using Sales root record type since that will only give me items sold and I want items that also have no sales history. Using SuiteAnalytics to do this but am open to other suggestions.
c
@Michelle Firth Hello. You could try accomplishing this with an Item Saved Search. This is just an example, but it might point you in the right direction. In your criteria, add Transaction fields... Type = Invoice, Cash Sale, and None. Then, in the results, add "Name" with Group summary type, add Transaction fields... Quantity with SUM summary type, and then add Transaction fields... Amount with the SUM summary type. When you run the search it will show the QTYs sold for each item, and the total amount. For items w/o any transactions they will show on the search since you have your criteria to include Transaction type = none. It will just show blank for the transaction QTY and Amount for those ones. I hope this helps.
m
I'll give this a try, thanks! I did start with an item saved search but even when I filtered to include "none" it only showed results where there was a transaction quantity and value. I'll try adding some of the other parameters you suggested though.