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

    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.