View Previously Purchased Items for a Contact

Quickly view and add previously purchased items to a new invoice using several different options 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 +

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Option 2

From the Contact Profile:

1. Click on the Products tab.
2. Select the checkbox next to each desired item.
3. Click ​​ and choose Add to New Invoice or New Auto-Delivery; or if the items are being returned click .
4. Finalize the invoice as usual (For more information about the different areas of an invoice, see the Invoice Overview section.)

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Option 3

From an Invoice:

• In the Part # or Description field in the invoice grid, begin typing part of the description or part number.
  or
• Click the Lookup button, then click on the History tab to select items from their previous purchases. Double-click to automatically add items to the invoice.

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Additional Information:

• ֍ Quick Product Look up