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 (New with Boulevard 2021).

or

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

---

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   OK   .

---

Option 3 - From an Invoice

 

1. Click  Lookup. The History tab will display their previously purchased items. To sort by types of products, click on the Group column header.
2. Double-click to automatically add items to the invoice.
3. When finished, click Close.

---

Additional Information:

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