Quickly view and add previously purchased items to a new invoice using several different options are shown below.
Option 1
From the List:
- From the toolbar, click
History, then select Product (New with Boulevard 2021). - Right-click on their name and choose Product History or with their name selected, using your keyboard hit
+ 
. View
Option 2
From the Contact Profile:
- From the customer profile, click on the Products tab.
- To add previously purchased items to a new invoice, select the checkbox next to each desired item.
- Click
and choose Add to New Invoice; or if the items are being returned click 
. - Add any other items and payment if necessary to finish the invoice, then click
OK .
Option 3
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.