Anyone know how to access the 'Sales > Items Purchased > Quantity' field on the Customer record through a saved search?
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Erik
07/16/2020, 9:03 PM
Something along the lines of: Customer Saved Search joined to Transaction fields (filter to your desired transactions, Invoice, Cash Sale, etc.) and then group by item and sum quantity ordered
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Suitestallion
07/16/2020, 9:04 PM
you can also use Sale by customer report
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Sandii
07/16/2020, 9:05 PM
That sublist is just a saved search, that data isn't stored on the customer record.
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Justin B
07/16/2020, 9:41 PM
Thanks Erik! I think you pointed me in the right direction here. Trying to identify first time orders in a given product category. Thanks all for the input