How To: Searching by Salesperson and Trans Type (02-16)
Overview
In this example, we will search for all Take With transactions for a specific salesperson.
Video
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Step-by-Step
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- Select a salesperson from the ‘Sls Person’ drop-down list.
- When searching by salesperson, you must enter a date range in the ‘From’ and ‘To’ fields.
- Select a transaction type. In this example, select ‘TW’ from the Type drop-down list.
- Click ‘Refresh.’
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- Transactions meeting the criteria appear. Click the More button to show more transactions.
- This button only appears if there are more transactions to display.