Steps to Create a Saved search of Sales transactions for Items with Preferred Vendor
1. Navigate to Reports > Saved Searches > All Saved Searches > New > Transaction.
2. On the Criteria Tab:
- Type is Any of Invoice, Customer Refund, Credit Memo, Cash Sale
- Shipping Line is False
- Tax Line is False
- COGS Line is False
3. On the Results tab > Sort by Name
4. On the Results tab> Columns sub tab: add these columns (fields):
- Date
- Type
- Number
- Name
- Amount
- Item Fields.. : Name
- Item Fields.. : Description
- Item Fields.. : Base Price
- Item Fields.. : Preferred Vendor
5. On the Results tab > Columns sub tab : Check the Show Total Box.
6. Go to the Available Filters Tab, Add these fields:
- Name > Check Show in Filter Region
- Item Fields.. : Preferred Vendor > Check Show in Filter Region for this as well.
7. Enter a Search Title
8. Click Save and Run
Alternatively, you can build a Report instead of a Saved Search.
1) Go to Reports > Sales > Sales by Item > Detail.
2) Click Customize > This should take you to the Edit Columns tab.
3.) Add these columns:
- Open Sales Transactions folder, Customer/Project, Add Name (Grouped), Move this column all the way to the left.
- Open Item Type folder, Preferred Vendor, Add Name (Grouped) > Move this column to the left so that it is next to Customer Name.
4.) Go to the Filters tab, Add these fields:
- Open Sales Transactions folder, click Customer/Project, Add Name (Grouped) > Mark Show in Filter Region.
- Open Item Type folder, click Preferred Vendor , Add Name (Grouped) > Mark Show in Filter Region.
5.) On the Sorting tab:
- Clear the default fields
- Open Sales Transactions folder, click Customer/Project, Add Name (Grouped).
6. Name the Report
7. Click Save