If you’ve ever tried to setup a “Top 10 List” in SmartList you will have found that it can be a bit tricky. This is because the system defaults to pulling the “Top 10” based on the SmartList’s default sorting. For example, if you want to get a “Top 10 Customers by Year-to-Date Purchases”, GP will pull the first 10 customers based on the Customer ID. Following is step by step instructions on how to set this up. You can use the principles below to setup your own Top 10 Lists.
Step 1: Open GP
Step 2: Open SmartList
(If you do not have a button in your Toolbar, here is the Navigation for Versions 10 and Version 9.)
Step 3: Version 10: Sales>>Customers>>Customer Balance* (The astrix indicates a predefined SmartList)
Version 9: Customers>>Customer Balance*
The rest of the steps are the same for Version 9 and 10.
Step 4: Click on Columns
Step 5: Click on Add
Step 6: Click the column header “Type” then look for “Currency”. Next under “Currency”, look for Display Name “Total Sales YTD” under the Type. Click “OK”
Step 7: Click “Favorites”. Type over the name “Customer Balance*” with the words “Top 10 Customers”. Click Add>>Add Favorite. (This is how you create a new SmartList)
Step 8: Click on Columns. Select “Customer Balance*”. Click “Remove”.
Step 9: Click on Favorites>>Modify. (This saves the change)
Step 10: Click on Search
Step 11: Click in the Field called “Maximum Records” and type “10” (Note: You can enter any number in the Maximum Records” for “Top Customer”, “Top 100”, etc.)
Step 12: Click on “Order By”. Scroll down to Total Sales YTD. Hit Insert. Change the Order By to “Descending”. Click OK.
Step 13: Click Favorites>>Modify
You can add this to your shortcuts and it will update automatically!!
Let me know what you think of this month’s tip.