[donnaf Contributions: 0Level 1☆]

We are trying to create a saved search that finds customers that have bought a specific set of products and no others. These items all have a unique identifier called product line that I can filter/search on. So, I need to find customers who have bought any of these but have not bought any other products of any other product line. Any pointers?

I've tried this from a transaction search and from a customer search but I haven't had any success.

Thanks in advance!
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[Veda Contributions: 0Level 1☆]

Do a transaction Search with:["type","anyof","SalesOrd"],"AND", ["mainline","is","F"],"AND",["taxline","is","F"], "AND",["shipping","is","F"]

Basically its a transaction item search and add a filter for product line. Have the results grouped by Customer, followed by Sales Order.

I believe this should meet your requirement.

thanks,

Veda.

[donnaf Contributions: 0Level 1☆]

Thanks Veda – I understand that part but I want to only see customer that have bought this product line and no others. It is the no others part that is throwing me off. I can find all of the transactions for this product line but I can't figure out how to exclude customers that have bought other products as well.

[MikeBucklaew Contributions: 0Level 1☆]

Try something like this from a customer search. Set the standard criteria using the "Item Purchased" Product Line field to be the product line you're looking for. In Summary Criteria create a numeric formula with Sum as the summary type. The formula would look something like this: CASE WHEN {purchaseditem.yourproductlinefield}!='same product line you used in the standard criteria' THEN 1 ELSE 0 END Set the Description to be "is 0"

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