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, clickin 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 , then from the preview window, click to print (or to export as a pdf).

Tips:

• Click Clear Filters before you search to ensure you do not have any other filters applied.
• From the toolbar, select 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.

Additional Information:

• Default Product List Views