Saved Search for Sales Orders Missing a Particular Item

Scenario

To find a list of customers that have not purchased a particular item. This allow a company to target these customers for any items that they have not purchased before in the hopes that they purchase this item in the future, perhaps at a discount or during a promotion.

Solution

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria tab
5. Click Standard subtab
6. Filter:
• Select Type
1. Type: Select any of
2. Select Sales Order
3. Click Set
• Select Item On Any Line
1. Item On Any Line: Select none of
2. Value: Select the missing item for which we are searching records for
3. Click Set
7. Click Results tab
8. Click Columns subtab
9. Click Remove all button
10. Field:
    Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Add more fields as needed.
• Select Name
1. Summary Type: Select Group
11. Click Save & Run