Client History

The Client History page within the item navigation menu (once an individual item has been selected) allows users to scan and view order histories relating to the item from various clients.

The displayed information for each entry on the Client History page includes:

• Client (name, address) (hyperlink to Client Details page)
• Sales Rep
• Last Invoice Number, Last Invoice Date
• Last Purchase $, Qty, Per
• MTD Total Revenue, MTD Quantity Sold, MTD Price Per Unit
• Last Month Total Revenue, Last Month Quantity Sold, Last Month Price Per Unit
• Two Months Ago Total Revenue, Two Months Ago Quantity Sold, Two Months Ago Price Per Unit

Users can search for individual clients using the search box, filter by Sales Rep via a dropdown menu, or sort the list using the “Sort by” dropdown menu. Order criteria in the sort by menu includes:

• Client Name (A-Z, Z-A)
• Last Invoice Date (New-Old, Old-New)
• Month to Date Quantity (High-Low)
• Last Month Quantity (High-Low
• Two Months Ago Quantity (High-Low)

Link to Main Page

Main Page -- Items