How to Set up Price List Summary

Steps:

1. Select the desired price list and click the Summary  icon.
2. Optionally you can:
   1. Group products by any fields by setting up Product Criteria and Item Criteria. Use filtering to filter data for the summary.
   2. Set up Result Fields (all number, money  or percentage formatted fields are available) to be summed or averaged in the Summary view. Any number of Result Fields can be set up.
   3. Enable Count Result to see the absolute number of items of the aggregation.
3. Click the Refresh  icon to calculate or update the summary.

Additional options are:

1. • Download  raw data from the summary into Excel.
   • Save  the summary view. You can save the summary as a general view or standard view. The general view will automatically be used for any new summary view without configuration (if there is no global/private standard view available). Global preference is available for all users.
      Saving the summary will save the settings only, not the data and values.

To close the Summary view, click the Back button.