Automatic list example for items

This example shows how you could create an automatic list that lets you group items.

  1. Create this user attribute:
    Attribute: Sales Class
    List Name: Sales Class
    Object type: Item (ITEM)
    Element: Alpha 5
    Values: West to West region
  2. For each item, add the value West to West region to the attribute Sales Class for the item.
  3. Create a list named Sales Class with this attribute value range:
    SIZE: From West to West
    Note: Preview the list to verify that the appropriate items are selected.
  4. Select the Sales Class list on reports or inquiries to include only items from the West region.