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NSC | How to show comparison of Shipping Item Amount and Cost of Shipping Charge?

edited Jan 10, 2024 4:32PM in Accounting / ERP

In cases where users are looking for a report that will give them a comparison or evaluate the difference between how much they are charging for shipping and how much they are paying to ship, they can create a Saved Search that can help them track these Amounts.

Here are the steps to create the Saved Search:

1. Navigate to Lists > Transactions > Search > Saved Searches > New

2. Select Transaction as Search Type

3. Under Criteria Tab > Standard subtab, add the following fields: 

  • Type = Sales Order
  • Status = Sales Order: Billed
  • Tax Line = false
  • Shipping Line = false
  • Main Line = false

4. Under Criteria Tab > Summary subtab, add this field: 

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