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How to Setup Automated email with Inventory Saved Search results?

edited Jun 26, 2023 7:54PM in Ask A Guru 6 comments

We have customers requesting that we send them our inventory on a regular basis - some daily, others weekly. These are low-volume customers, so there is no way we will set them up on EDI. To provide them with a tool they can use, I have written two saved searches, one that sends weekly and one that sends daily.

Is there a way to only send the customer the list of products they are authorized to sell? For instance, we use pricing levels that dictate their product assortment they are authorized to sell. I'm having difficulty getting the saved search to only populate the items that appear on the customer's pricing level. Any insight you can provide would be fantastic!

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