Scenario
Create an Item Saved Search that shows the Current On Hand and Sold Quantity of a Serialized Item
Solution
1. Navigate to Reports > Saved Searches > All Saved Searches > New > Item
2. On the Criteria tab > Standard sub tab:
a. Is Serialized Item | is true
b. Inventory Number Fields: Location | is all
c. Formula (Numeric) | is 1 | case when {serialnumber.id} = {Transaction.serialnumber.id} then 1 else 0 end
3. On the Results tab > Columns sub tab:
a. Name | Group
b. Serial/Lot Number | Group
c. Inventory Number Fields: Location | Group
d. Inventory Number Fields: On Hand | Maximum | Summary Label: On Hand
e. Inventory Number Fields: Available | Maximum | Summary Label: Available
f. Formula (Numeric) | Sum | case when {transaction.type} in ('Cash Sale', 'Invoice', 'Cash Refund', 'CCard Refund', 'Credit Memo') then {transaction.serialnumberquantity} else 0 end | Summary Label: Quantity Sold
4. Name the Search
5. Save & Run