Quickly view and add a customer's previously purchased items to a new invoice from either the Products tab of their profile or from the invoice itself.
From the Contact Profile:
- Click on the Products tab.
- Select the checkbox next to each desired item.
- Click and choose Add to New Invoice or New Auto-Delivery; or if the items are being returned click .
- Finalize the invoice as usual (For more information about the different areas of an invoice, see the Invoice Overview section.)
From an Invoice:
- In the Part # or Description field in the invoice grid, begin typing part of the description or part number.
- Click the Lookup button, then click on the History tab to select items from their previous purchases.
From the Customer List:
- Right-click on their name and choose Product History
- With their name selected, using your keyboard hit Ctrl + H