Last updated 18 days ago
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.
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
Select the Record Types this should be applied to
Select the Transaction Field Name to be filtered on
If the field has any joins, select the desired value in the Value List
Select the Field Data Type you want to use Only List/Record or Multiple Select can be selected
Select the Operator
Select the value for the Operator to use in the Value field
