Method Community

Hello its me again!

I have been asked to figure out a way to sort/create a list of customers who have purchased a specific product. For instance, I want a list of all customers who have bought ProductX over the past year. Is there a way I can just bring up ProductX in Method and view who has purchased it and when?

Thank you,

Conner

Hey Conner,

This can be done, there are different routes you can take - here is one route I took:

We can customize the Items screen (QuickBooks Tab Group > Lists > Items)

Customize the ItemInventory screen > Add a new section to create a new Tab within the screen.

Now add a Grid there and table you will be working with will depend on which Transaction table you use.

In my example I based the Grid off of the Invoice table and the Table that holds the information will be InvoiceLine. If you used SalesOrder then you would base the Grid off of SalesOrderLine.

I then added Customer as a field to the Grid > Save & Close.

Here is an example of what mine looks like:

- Mortaza