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 List:

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

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Option 2

From the 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   OK   .

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Option 3

From an Invoice:

1. Click the  Lookup ; the History tab will display from their previous purchases.
2. Double-click to automatically add items to the invoice.
3. When finished, click Close.

Tip: To sort by types of products, click on the Group column header.

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Additional Information:

• ֍ Quick Product Look up
• Invoices Overview