Customer Sales History In Sidebar

Overview

Customer Sales History has been added under “Customer Actions” in the Sidebar. It gives the ability to be able to view Customer Sales History on an Account on the Quote

And to be able to Add item(s) to the Current Quote from the Customer Sales History.

How to view Customer Sales History

Upon entering a quote, and adding a Customer Account, Customer Sales History button will appear in the Sidebar under Customer Actions

Note: Customer Sales History button does not appear in Sidebar for an Order

• Navigate to Order>New Quote/Order

• Navigate to Sidebar

• Navigate to Customer Actions

Note: No Customer Actions exist for the current item.

• Upon entering a Customer

Note: Customer Sales History button appears under Customer Actions

• Select Customer Sales History

• All Customer Sales History will appear for that account with the ability to sort and filter on different criteria.

• Filter Criteria is as follows

  • Job

  • Part #

  • MFG

  • Reference # (Quote, Order, Customer Return, RMA)

  • PO #

  • Type (Quote, Order, Customer Return, RMA)

  • Order Date From

  • Order Date To

Note: Defaults to YTD

• Customer Sales History has the following columns each of which can be sorted

  • Add Checkbox

  • MFG

  • Part#

  • Type (Quote, Order, Customer Return, RMA)

  • Order Date

  • Reference # (Quote, Order, Customer Return, RMA)

  • PO#

  • Line# of Order

  • Description

  • Qty

  • Sell Price

  • Same Sell Price (to be added to Current Quote - can be changed on the quote)

  • Same Qty (to be added to Current Quote - can be changed on the quote)

Filter Search

If a user would like to filter the Customer Sales History, can do so by starting to type or clicking on ellipses next to part # field to arrive at the Inventory Lookup dialogue box.

• Start typing the part # in Part # field and Enter

• Inventory Lookup dialogue box will appear with those typed in characters in an either Starts with or Contains search criteria from where you can filter further

• Double Click selecting the part number

• Back in Customer Sales History, Select Search

• You can also utilize the ellipsis it to start searching for part number

• Select Clear and then Search to clear and search again.

• Inventory Lookup dialogue box will appear with those typed in characters in an either Starts with or Contains search criteria from where you can filter further

• Double Click selecting the part number

• Back in Customer Sales History, Select Search

• You can also utilize the ellipsis to search for Job and MFG.

Group Search

• Drag a Column here to group by that column.

• For instance select the MFG column and drag onto the box to group by that column.

• Further you could also have a secondary grouping by dragging Reference # underneath the MFG Column

• Expand the part numbers underneath

Add Items to Current Quote

• Upon finding part number (s) click on Add Checkbox

• Click on Same Sell

• Click on Same Qty

• Deselect Same Qty

• Deselect Same Sell

• Click Add To Current Quote

• Confirm Save - Do you want to append selected items to the current Quote #>>>>>