12-13-2022 07:46 AM
How can I run a report that tells me how many of a certain material I sold last year ? Like I want to know how many vacuum breakers we sold in 2022
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12-13-2022 08:40 AM - edited 12-13-2022 08:43 AM
Hey there @cbohn! 👋
I would recommend using the invoices dataset to create a custom report looking at invoice items. You can also use the pre-built report titled Invoice Item Detail with Pricebook Information and then add in a grouping for Item number or category. Here's a quick video to show you how to add a grouping and then a count of items: https://www.loom.com/share/9927a657b976469ab5cdd34fd136cc79
There's another report called the Item Consumption Report that shows how much product you've used or have on hand.
12-14-2022 07:36 AM
Thank you so much for responding !
Colleen
12-13-2022 10:08 AM
You can also run the "Item Consumption Report" and that will give you all materials that you sold (versus items/ tasks)
12-13-2022 08:40 AM - edited 12-13-2022 08:43 AM
Hey there @cbohn! 👋
I would recommend using the invoices dataset to create a custom report looking at invoice items. You can also use the pre-built report titled Invoice Item Detail with Pricebook Information and then add in a grouping for Item number or category. Here's a quick video to show you how to add a grouping and then a count of items: https://www.loom.com/share/9927a657b976469ab5cdd34fd136cc79
There's another report called the Item Consumption Report that shows how much product you've used or have on hand.