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How to create a smart set for Active Transfer Memos
How to create a smart set for Active Transfer Memos

Describes how to create a smart set for active transfer memos in businessmind software for jewelers.

Chris Minassian avatar
Written by Chris Minassian
Updated over a week ago

To create a smart set for active transfer memos follow the below instructions.

  • From the BusinessMind home page click the Inventory link.

  • From the View Memos section click the New SmartSet Query option to create a new smart set.

  • Name your smart set as per your needs for this example I will name this Open Transfers.

  • Select the columns you want displayed.  i recommend Current Total Qty, Orginal Total Qty, and Reference.

  • From the drop down menus select Memo Number, begins with, then type TRN

  • Click the Test Rules button to test the search then click the plus icon to add another layer to this search.

  • From the drop down menus select Current Total Qty, is greater than, type 0

  • Click Test Rules then Click Save Smart Set to Save

  • Your smart set will now be available for future use located under the View Memos section.

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