Manage customers window - Orders tab (History view)

From Customers, select Manage customers, open a customer record, select the Orders tab, and click History

Transaction Date

Displays the date of the transaction.

Product Code

Displays the code for the purchased product.

Description

Displays a description of the product.

Amount

Displays the amount of the order.

New Order button

Opens the Enter and edit orders window and enter an order.

Current button

(Not shown in example) Click to toggle between viewing historical invoiced orders and current open orders.

To access the Orders module from Customer Portfolio

  1. From Customers, select Manage customers to open the Customer Portfolio.
  2. Open a customer record.
  3. Select the Orders tab. The Current view displays by default.
  4. To access the Orders module, do one of the following:
    • Click New Order to open the Enter and edit orders window for the customer. When you click New on the Enter and edit orders window, the customer's ID automatically populates the Bill to ID field.
    • Double-click the gray box to the left of the Date field to open the customer's selected order in Enter and edit orders window. You then can view or edit the customer's order.

To access the Customer Portfolio from the Orders module

You can go directly to a customer's Customer Portfolio record from that customer's order in the Orders module.

  1. Open a customer order.
  2. Click Customers.

    3. The customer record is displayed in the Customer Portfolio.