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

• 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

• Click Save

More information about Sales Cost Budget Filters

Transaction Line Field

• 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

• Click Save

More information about Sales Cost Budget Filters