This enquiry displays a customer's product history allowing you to view the
products they have bought from you, showing the date, quantity, price and
profit on the latest order for this item. This enquiry also includes uninvoiced
orders.
1. Select Gx CRM from the toolbar.
2. Hold the cursor over Enquiries on the menu.
3. Select Purchasing History on the second menu.
4. Enter the required customer. You can use the Account Search icon
to find an account.
5. The initial display shows all products, but you can select an option from the Find drop-down menu and enter criteria in the box to the right to narrow
down the products displayed.
6. You can use the Next and Previous buttons at the foot of the screen to
move backwards and forwards through Accounts and Product Groups if
you have selected to view the history by product group.
to
find an account.