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NSC | Can you filter the Item sublist on your Sales Orders?

Some companies requires their business to have a filter for the Items sublist in their Sales Orders. In this article, we will be guiding you on how to do this by using a Saved Search and Custom Form.

Scenario:

On your Sales Orders, you want to limit the selection in your Items sublist. Since the item selection are way too many as seen below:

Create the Saved Search:

Navigate to Reports > Saved Searches > All Saved Searches > New

On the New Saved Search page, click on Item

On the Saved Item Search page, set the fields below:

  • Search Title: <Set your search title here>
Tagged:

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