Sales History Guide

Overview

Sales History is a review screen for previous sales activity. It is especially useful for repeat-business review, customer support, and internal analysis.

This screen works best when users need to search, compare, or look back rather than create a new document.

Main Screens

How It Works

• Use filters and search to narrow the result set before reviewing detail.
• Sales History should complement your inquiry and reporting tools, not replace them.
• When a customer query relates to an old invoice or receipt, Sales History is often the fastest starting point.

Recommended Workflow

1. Open Sales History and apply the date range, customer, or other filters that match the question you are investigating.
2. Review the result list for the correct historical transaction.
3. Open the related document or supporting screen if you need deeper detail or action.
4. Use the information for customer follow-up, repeat-order review, or internal explanation.

Best Practice

• Start with a narrow date range when possible.
• Use customer and document references together to reduce search time.
• If the task requires totals and trends, use the relevant report family after you identify the right history.