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Clarisa, thank you for this well detailed breakdown! This was very helpful and got me about 90% of the way there. The last part I'm having trouble, this only pulls orders pending fulfillment that have a customer deposit attached. How would I go about ensuring there are Sales Orders Pending Fulfillment that still don't have…
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Thank you for the reply. Is it possible to submit this as a feature request somehow, as a checkbox on an item for sale, service for sale, etc that isn't included on a discount %? So in this example, "Service Install A" box is checked under the "Service for Sale" as a non-discount service, which therefore doesn't get…
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My problem is solved! Sorry I didn't get an answer. My issue was not having the "Core Admin" box checked. This resolved it for me after checking the box for Core Admin. We do not have Team Selling turned on.
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Hello - this appeared to work exactly how I needed! Thank you so much for the help.