Defining Item Saved Searches for Order Guides
You can create item saved searches to search for specific items that you want to add to order guides. The SuiteApp provides default item saved searches that you can use as reference:
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Invoiced Items Last Month - Retrieves items from invoice and cash sale transactions created last month.
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Invoiced Items Last Week - Retrieves items from invoice and cash sale transactions created last week.
These saved searches are available only for order guides created from a customer record, not from a template. To access these saved searches, go to Lists > Search > Saved Searches.
When using an item saved search in an order guide, you can add only the first 1000 items retrieved from the search.
To define item saved searches for order guides:
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Go to Lists > Search > Saved Searches > New.
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On the New Saved Search list page, select Item.
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On the Saved Item Search page, do the following:
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In the Search Title field, enter a unique title for the saved search.
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In the ID field, enter a unique identifier for the saved search.
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Check the Public box.
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On the Criteria subtab, set the filters that you want to apply when searching for the items.
Refer to the sample settings in the saved search, Invoiced Items Last Month:
Filter
Description
Result
Date Created
Operator: after
Selector: same day last month
Includes all transactions created after the same day of the previous month
Transaction fields
Transaction Filter: Customer Sub of
Operator: any of
Selector: none
Excludes all transactions that are not from parent customers
Transaction fields
Transaction Filter: Type
Operator: any of
Selector: invoice
Includes all invoice transactions only
Transaction fields
Transaction Filter: Type
Operator: any of
Selector: Cash sale
Includes all cash sales transactions
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On the Results subtab, add the following columns: Name, Display Name, Description, Type, Base Price, Brand (Custom), and Order Guide Pack Size (Custom).
In order guides, items are retrieved along with these details and displayed in the item sublist.
If you want to add more settings to your saved search, see Defining a Saved Search for detailed instructions.
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Click Save.