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Trying to generate a filtered report with no luck
Answered
We have 2 subs that we send entire orders to. Instead of creating 2 more locations, we added an inventory item for each sub. (Medina Order, Canton Order)
I am trying to generate a report to see how many times each item went out with these 2 sub-contractors. However, if I filter the leads by their inventory item (ie "Medina Order), the reports will ONLY show that one rental item in each order even though there are many items in each order.
I'm hoping to get each item on its own line in an excel format so I can sort easily. The main things I want to know are : Rental Items (one per line) & lead city location.
Can you assist? I cannot seem to configure anything that works.
The same question
The product isn't made to track things that way. It should be done with locations. It could be done with a delivery type or customer type I suppose.
From where you are now, you would have to filter all the leads by the rental item Medina Order and then change the delivery type or customer type for those orders so you can differentiate. Then you can run the following report to get your answer.
1) Filter by the new delivery or customer type (and any other filter like date, status, etc).
2) Make a report with the following columns: Rental Name, Count Grouped Items
3) Set the group by and sort by to Rental Name.
4) Run the report and you will see how many times each rental was rented.
The product isn't made to track things that way. It should be done with locations. It could be done with a delivery type or customer type I suppose.
From where you are now, you would have to filter all the leads by the rental item Medina Order and then change the delivery type or customer type for those orders so you can differentiate. Then you can run the following report to get your answer.
1) Filter by the new delivery or customer type (and any other filter like date, status, etc).
2) Make a report with the following columns: Rental Name, Count Grouped Items
3) Set the group by and sort by to Rental Name.
4) Run the report and you will see how many times each rental was rented.
The product isn't made to track things that way. It should be done with locations. It could be done with a delivery type or customer type I suppose.
From where you are now, you would have to filter all the leads by the rental item Medina Order and then change the delivery type or customer type for those orders so you can differentiate. Then you can run the following report to get your answer.
1) Filter by the new delivery or customer type (and any other filter like date, status, etc).
2) Make a report with the following columns: Rental Name, Count Grouped Items
3) Set the group by and sort by to Rental Name.
4) Run the report and you will see how many times each rental was rented.
The product isn't made to track things that way. It should be done with locations. It could be done with a delivery type or customer type I suppose.
From where you are now, you would have to filter all the leads by the rental item Medina Order and then change the delivery type or customer type for those orders so you can differentiate. Then you can run the following report to get your answer.
1) Filter by the new delivery or customer type (and any other filter like date, status, etc).
2) Make a report with the following columns: Rental Name, Count Grouped Items
3) Set the group by and sort by to Rental Name.
4) Run the report and you will see how many times each rental was rented.
Understood.
If we add a delivery type called "medina order" or "canton order", is there a way to ensure this delivery type is not available to customers on the quote page?
Further, is there any way to do a 'bulk' change of all these orders to a new delivery type?
Understood.
If we add a delivery type called "medina order" or "canton order", is there a way to ensure this delivery type is not available to customers on the quote page?
Further, is there any way to do a 'bulk' change of all these orders to a new delivery type?
To only show certain delivery types, you would have to first use advanced quote pages. Then you would have to edit the quote page code and remove the *delivery_field* variable and replace it with something like the following. You would obviously use your delivery types. Remember that any changes to the delivery types in IO would no longer propagate to the quote page. You would have to change them manually.
To only show certain delivery types, you would have to first use advanced quote pages. Then you would have to edit the quote page code and remove the *delivery_field* variable and replace it with something like the following. You would obviously use your delivery types. Remember that any changes to the delivery types in IO would no longer propagate to the quote page. You would have to change them manually.
That will work best for what we are doing. Thank you!
That will work best for what we are doing. Thank you!
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