When completing a sales order for a customer, a sales history of all items purchased by the customer, together with the Order date, Quantity, Unit of Measure, and Price is available as a fact box. When an order for the customer is posted, the items from the order will be updated in the sales history.
Adding customer sales history items to an order
You can click to select any of the items in the Customer History Fact Box and choose Add from the fact box menu to bring the item into the sales order lines, for rapid order entry.
Adding to or Editing the Customer History
If you select Open from the Customer History menu, you can Add to or Edit the list directly without needing to post new lines.
Accessing the Customer History fact box from the Customer Card
The Customer History fact box is also available directly from the Customer Card.
