This enquiry shows details of every invoice a customer has had for a specific
product, allowing you to view frequency of ordering and price variations. The
details shown include invoice number, invoice date, order number, customer
reference, operator who entered the order, quantity invoiced, sales, cost and
profit values, and profit %. Uninvoiced product details are not included in this
enquiry.
1. Select Gx CRM from the toolbar.
2. Hold the cursor over Enquiries on the menu.
3. Select Customer Product Invoice History on the second menu.
4. Enter the required customer. You can use the Account Search icon
to find an account.
5. The Product Code drop-down menu lists all the items they have bought.
Select a code from this menu and the invoice details will be displayed.
6. You can use the Next and Previous buttons at the foot of the screen to
move backwards and forwards through Accounts and Products.
Click here to view the Customer Product Invoice History screen.
to
find an account.