Quickly view and add previously purchased items to a new invoice using several different options are shown below.
From the List:
Right-click on their name and choose Product History or with their name selected, using your keyboard hit + . View
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:
- Click the Lookup ; the History tab will display from their previous purchases.
- Double-click to automatically add items to the invoice.
- When finished, click Close.
Tip: To sort by types of products, click on the Group column header.