View Previously Purchased Items for a Contact

Quickly view and add previously purchased items to a new invoice using several different options are shown below.

Option 1: From the Customer or Address List

1-A. With their name selected, from the toolbar, click History, then select Product.

or

1-B. Right-click on their name and choose Product History or with their name selected, using your keyboard hit + .

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Option 2: From a Contact Profile

1. From the customer profile, click on the Products tab.
2. To add previously purchased items to a new invoice, select the checkbox next to each desired item.
3. Click and choose Add to New Invoice; or if the items are being returned click .
4. Add any other items and payment if necessary to finish the invoice, then click   Save.

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Option 3: From an Invoice

 

1. Click  Lookup. The History tab will display their previously purchased items. To sort by the type of product, click on the Group column header.
2. Double-click to automatically add items to the invoice (or select the item then click   Add  .
3. When finished, click Close.

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Additional Information:

• View Customer Product Usage
• View Customers Based on Last Invoice for a Specific Time Period
• Invoice Overview