| To create a Hit List to find all of the books
Sold since 1-1-2013, AND set them for upload, these are the steps you would follow:
If
you are a new user that just got started using BookTrakker then
ignore steps 6-11
|
| 1. |
Click on "Hit List" tab (2nd from bottom on left side of screen) |
| 2. |
Click New. A pop-up prompt window appears.
Type in a name for this Hit List and enter it in the field next to
"Name". Click OK to close the pop-up. |
| 3. |
The "Set Field
Criteria" tab displays with your cursor positioned in the
"Search Field" column. A drop-down button should be there; if it isn't, click anywhere inside the field to display it. |
| 4. |
In this first row in the
"Search Field" column, click on the drop-down button & select
"Status" from the list of choices. "AVAILABLE" appears automatically in the Search Criteria column. |
| 5. |
Click the dropdown to the
right of "AVAILABLE" and select "SOLD" |
| 6. |
Click on "Range Type" (middle of screen, left side).
(About two inches below the "Search Field" column header.) |
| 7. |
Complete criteria by clicking on the down arrow next to each box. |
| 8. |
"Type" should be date |
| 9. |
"Field" should be your choice of Created, Modified, Published or Sold; in this example we would use
Sold. |
| 10. |
"From" should be the beginning date you wish to use, in this case
1-1-2013 (or 1/1/2013) . |
| 11. |
"To" should be the ending date you wish to use. In this instance we will use the default of the current date.
After the fields have been completed to give you the results you wish, then:
|
| 12. |
Click on the "Execute" button.
The view will change to "List View" and you have all of the records that have been
Sold since 1-1-2013, or just Sold if you are a new user.
|
| !! |
VERIFY
THAT THE RECORDS ARE CORRECT BEFORE PROCEEDING TO THE NEXT STEP.
|
| 13. |
Click on "Hit List" tab (2nd from bottom on left side of screen) again.
|
| 14. |
Click the
"Action" tab, upper right corner. (Underneath "Invert
Results")
|
| 15. |
Click Upload on the left.
Over on the right side, under "Action" you should see
"Upload Records" and "Yes" should be selected.
|
| 16. |
Click the
"Execute" button. The hit List will start to process, then
a message box will popup asking you if you want to change records.
Click Yes.
The Hit List will finish processing.
What you have just done is set all
records Sold from January 1, 2010 to the present for Upload. These
records will upload as Sold books the next time you click Process
and Upload Records or Process/Upload to Selected Service if
uploading to one service only.
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