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Customers & Prospects screen (Sales History tab)
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The big idea... Wouldn't it be nice to be able to track--all
on the Customer or Prospect record--all sales related
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The 'Sales History' tab includes these FEATURES:
- An option to diplay a list of all unique items invoiced
to the customer (which displays info about the LAST time each
unique item was Invoiced, including date, quantity,
price, discount, etc.)
- An option to diplay all Invoices related to the customer.
- An option to diplay all Invoice Line Items related to the
customer.
- An option to diplay all Sales Orders related to the customer.
- An option to diplay all Sales Order Line Items related
to the customer.
- An option to diplay all Quotes or Estimates related
to the customer (or prospect).
- An option to diplay all Quotation or Estimate Line
Items related to the customer (or prospect).
- A
 button
to drill down to the transaction record detail.
- A button to open the Item Quick Price Check screen (pre-filled
with the customer info)
- A button to open a new Quote, Sales Order, Invoice, or Credit Memo--prefilled
with the Customer or Prospect Bill To or Ship To address info.
- A pop-up menu to filter any value in
any column sort any column in ascending or descending order
.
Questions? Would you like to view a short demo over
the web? Give us a call! (801) 748-4804
or send us an email at: sales1@onesourcesoftware.com
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