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 (indicated by to the left of row, or dots around the selected row), from the toolbar, click History, then select Product.

1-B. Ensure there are no checkmarks selected for any contact, then Right-click on their name and choose Product History.

1-C. With their name selected on the list (indicated by to the left of row, or dots around the selected row), using your keyboard, press + .

Option 2: From a Contact Profile

1. From the customer profile, click on the Products tab.
2. Select the checkbox next to each item to add previously purchased items to a new invoice.
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.

Option 3: From an Invoice

1. Click  Lookup. The History tab will display their previously purchased items. Select the Products tab to search all items not archived from the product list.
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 Invoice Date
• Invoice Overview