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How to create a smart set for items sold with a specific tracking
How to create a smart set for items sold with a specific tracking
Chris Minassian avatar
Written by Chris Minassian
Updated over 5 years ago

To create a smart set for items sold from with a specific tracking  follow the below instructions.

  • From the BusinessMind home page click on the Sales link.

  • From the Sales home page locate the View Sales & Return lines section and click on the +New SmartSet Query link.

  • Modify the smart set name to your needs.

  • Select the columns you would like to appear; We recommend Model Tracking0 for this example.

  • Select Model Tracking0 from the drop down menu, contains (case-insesative), then type the tracking info you are searching for.

  • If needed you can even add a date range to your search.  Press the plus icon then select Date, is after, and select the date of your needs.

  • You can now save and run your smart set which will display your results.

  • You can even download your smart sets results to a csv file using the download button.

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