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View Items Sold Within a Date Range

The Sales view in the product list displays items sold, current stock levels, and items on order within a chosen date range. Filters such as category, group, product line, and section help narrow results. After selecting the timeframe and any needed filters, the list is ready for printing as a report or for creating an inventory order.

Once you have the desired information, you can either print it as a report or create an inventory order.

  1. On the product list toolbar, select Sales from the View drop-down.
  2. From the Filter slide out, clickarrowin the Date Range field and select an option from the quick-pick list or choose Custom to enter a custom date range. Set additional filters or use the search field to refine further.
  3. To include only specific items, select their checkboxes; leave them unchecked to include all.
  4. From the toolbar, click Print, then from the preview window, click Print to print (or Export to export as a pdf).

Tips:

  • Click Clear Filter Clear Filters before you search to ensure you do not have any other filters applied.
  • From the toolbar, select View Options View Options, then Reset to ensure your view is displayed with the default fields.
  • If your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and choose Show Find Panel.

Sales View

Additional Information:

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