Viewing Product Sales History
Invoices > Viewing Product Sales History
Viewing Product Sales HistoryViewing a product’s sales history when creating an Invoice is helpful when you need to determine previous pricing, previous customers and other historical information about the Product.
To view a Product Sales History:
1. From the Finances Main Menu,
in the Invoices Module
group, click Manage to
display the Invoice Data Management Center.
● Double-click on the Invoice you would like to open.
2. Click Add 
to display the Invoice
Line Items screen.
● Select a product from the drop-down list in the Product field.
3. Once a product
is selected, click Invoice History in the toolbar
to display the Product History Listing screen.
4. By default, all sales for selected product are displayed in the Product History Listing.
● To display the selected Product sales only for the selected contact, check “Display sales only for this contact”.
● To display the entire Invoice History (for all products) for the current contact, check “Display all sales for this contact”.
5. Click OK to close the screen and return to the Invoice Line Items screen.
Note:
Alternatively, click Open Contact in the toolbar
to view the Contact Record of the selected contact. Navigate to
the Invoice Details tab or the Invoices
tab to view Sales History for that contact.
ResultsCRM User Help (August 2018)
