Sage 100

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  • 1.  Customer Item Sales History

    Posted 02-25-2022 11:15
    Is there a screen where a user can see the detailed item sales history for a customer?  A user is requesting to navigate to Customer Inquiry or another screen in Sage 100 to view the last two or three years of items a customer bought.  I know in SO Entry a user can see information on the last time an item was sold.  This user want to see a history of each time an item was sold:  Item code, quantity, date, and price.  This seems like a simple request and very useful.  I know there is a report, but they don't want to have to run a report every time a customer calls.  Customers call and ask "What was that I bought back in 2020?".  The user wants to be able to quickly see the items the customer bought, the quantity and what they were charged,

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 2.  RE: Customer Item Sales History

    Posted 02-25-2022 11:33
    @Doug Higgs in the customer screen, under More is Items.  In that screen, if you click on the flashlight you will see a list of the items previously purchased.​

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    Phil McIntosh
    President
    Friendly Systems, Inc.
    Asheville NC
    678.273.4010 ext 5
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  • 3.  RE: Customer Item Sales History

    Posted 02-25-2022 11:39
    Thanks @Phil McIntosh  That's pretty close.  It doesn't have the unit price without drilling down quite a bit but this is excellent.
    ​

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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    Original Message


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