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  4. Building a Query (Conditional Filter Criteria)

There are several options which will require you to build a query using the Query Builder window.


Your window may not look exactly the same as the examples but the functions will be the same.

There are three main components to every query:


In the example a query for all SKUs with a value of 1010 or greater has been entered and is ready to be added.

1. The unit you wish to use to refine your query. The list may have different values depending on the type of query selected.

2. Modifiers for the unit selected in step 1. Again, these values will vary depending on unit selected.

3. Values for the query. Can be typed in manually, or if available press the Load button to populate the field with a list of all available values. 


Once you have selected values for your query, the Add button will add it to the list of chosen options on the right. You can also use this section to edit already added queries.


In the example, the query from the previous step is ready to be added to the list. Already added to the list is a query for all items whose quantity on order is less than 77. 

With multiple options selected, use the AND/OR dropdown box to select whether you would like to have your items meet all the added options at once, or any single one of them.


Note: Please don’t add too many options to the query, as it may slow down the system. Please use create Attribute to group items or customers.


You can save your query for future use by entering a name into the Query Name field and pressing Save Query.



Or you can load previously saved options by selecting a saved query from the list and pressing Load Pre-Saved Query.



Once you have entered one or a number of query options, the Count Matching Records button will display the number of items which match your options, without actually displaying the items themselves.



Once you are satisfied with your selections, press Done to finish and apply your query to the window you had launched the builder from.

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