Filtering

Create a Landed / Sales Cost Filter

This is an optional step

• Go to Menu: TradeQloud -> Landed / Sales Cost -> TQ Landed / Sales Cost Filter -> New

• Fill in the following fields

  • Landed / Sales Cost Budget Select the Budget (from step 1) where this filter will be applied to

  • Filter Type Depending on the filter type, more fields will become available.

Items

• Select an pre-created 'Item Saved Search' as basis for filtering

• Select or unselect the items from the filtering as required

• Click Save

This will automatically create a TQ Sales Cost Filter Item Application Record

If new items are created the match the filter, they will be included by default

More information about Sales Cost Budget Filters

Transaction Body Field

Transaction Line Field