A clients wants to assign a particular group name to each item to be able to see this as a column in reports run also as custom search filter would be a bonus or they can export to excel and filter their
They started to use the custom filter field and entered the group name in each item they set up as assumed this would work from them.
They called me in to help with a new company file set up and so when doing some testing advised that what they had done would not work for them unless added as a field on the invoice template and still have to manually type the group on each line of the invoice. They are not keen on this method now as have over 15 groups so is a tedious task as do a lot of invoicing per day.
I advised they could use classes as they can be pre-set up so don’t have to type in name each time so would be better that the custom filter method but they do not want to have to assign each line item on the invoice but I can’t see any other way around it. (each invoice usually uses at least 4 or 5 of the group names, so does need to be per line)
I thought about using the manufacture part and barcode field as these can be assigned to the items but I can’t find a report where this will show up in any reports.
One other option I have is using subheadings in the item
listing but again is not that ideal for them as are wanting to use the reports
to import in sales CRM System
Can anyone suggest how to find a report using manufacture
part or barcode or any other suggestions please