Defining Item Saved Searches for Order Guides

Create item saved searches to find specific items for your order guides. We provide some default item saved searches you can use as a starting point:

These saved searches only work for order guides created from a customer record, not from a template. To access these saved searches, go to Lists > Search > Saved Searches.

Note:

You can add only the first 1000 items from an item saved search to an order guide.

To define item saved searches for order guides:

  1. Go to Lists > Search > Saved Searches > New.

  2. On the New Saved Search list page, select Item.

  3. On the Saved Item Search page, do the following:

    1. In the Search Title field, enter a unique title for the saved search.

    2. In the ID field, enter a unique identifier for the saved search.

    3. Check the Public box.

  4. On the Criteria subtab, set the filters that you want to apply when searching for the items.

    Refer to the sample settings in the saved search, Invoiced Items Last Month:

    Filter

    Description

    Result

    Date Created

    Operator: after

    Selector: same day last month

    Includes all transactions created after the same day of the previous month

    Transaction fields

    Transaction Filter: Customer Sub of

    Operator: any of

    Selector: none

    Excludes all transactions that are not from parent customers

    Transaction fields

    Transaction Filter: Type

    Operator: any of

    Selector: invoice

    Includes all invoice transactions only

    Transaction fields

    Transaction Filter: Type

    Operator: any of

    Selector: Cash sale

    Includes all cash sales transactions

  5. On the Results subtab, add the following columns: Name, Display Name, Description, Type, Base Price, Brand (Custom), and Order Guide Pack Size (Custom).

    In order guides, items are retrieved along with these details and displayed in the item sublist.

    If you want to add more settings to your saved search, see Defining a Saved Search for detailed instructions.

  6. Click Save.

Related Topics:

General Notices