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Saved search to show quantity sold + quantity available at multiple locations within a date range

edited Jun 2, 2025 2:25PM in Ask A Guru 21 comments

Hi,

I tried to produce a saved search which details the quantities sold plus available quantities at multiple locations.

I can not find a logical way to do this and am not even sure if it is possible.

Essentially the users would like to see 2 things:

a. stock level at location a and location b

b. number of sales orders from location a and locations b of a particular order type

I tried the following formulas:

CASE WHEN {transaction.type} = 'Sales Order' AND {transaction.custbody1} = 'Direct' THEN {transaction.Quantity} end CASE WHEN {transaction.type} = 'Sales Order' AND {transaction.custbody1} <> 'Direct' THEN {transaction.Quantity} end

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