30. Customer History
From TrueERP wiki
Customer History
To display a full range of reports relating to this Customers history.
Customer History- Do you know how to get a date driven sales history report from within the product card?
From the Main Menu
- Select Inventory
- Products Express List button
- Double click your selected product
- Under the Customer History tab you can view all of your previous transactions with all of the details included
- This screen automatically defaults to the Appointments list for the Customer.
- The choice of reporting options within this screen cover:
1. Appointments
2. AR Notes
3. Calls (If Call Monitoring is activated)
4. Hired Items, Invoices
5. Job Profit
6. Loyalty
7. Payroll Jobs
8. Product Sales
8. Quotes
9. Sales Orders
10. Statements
11. Time-sheet
- On the top right of the Customer History tab you can search by dates and/or filters
- Select any of the transactions you wish to run a sales report on
- Click the Open button at the bottom of the screen and a Sales Report will appear
