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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
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Filter Price List to show only items purchased by Customer
We've had a price increase and I'm trying to send multiple customers a price list showing the new price for items they have ordered in the past. I've created a price list via Transactions > Customers > Individual Price List.
This produces a list showing the customers net price for ALL 10,000 of our items using the item pricing group and the customers assigned price level for each pricing group.
Now I just need to filter this to show ONLY the items the customer has ordered in the past.
In the filter criteria I've found Customer Fields....Items Purchased but this forces me to input part numbers, which obviously I don't want to do, and shouldn't have to. It seems like this should be a simple thing to do, but I'm stuck.
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