Adding Items from the Customer’s Sales History to the Current Transaction

SalesGuide > Sales > Entering Transactions as the Salesperson > Entering Sales Transactions > Working with Customer Information for Sales Transactions > Viewing Transaction History Information > Adding Items from the Customer’s Sales History to the Current Transaction

You can use the customer’s history information to easily add inventory and non-inventory items this customer has previously purchased to the current transaction.

To add items from the customer’s history window to the current transaction:

1 Click the History button to the right of the Customer field.

2 In the Sales History window, click and drag the item into the Specified items to add to transaction text box.

- or -

Click the item and then click the Include button.

Tips & Tricks: Adding Multiple Items at Once
You can save time by adding several previously purchased items at once to the current transaction. To select a range of items, hold down the SHIFT key and click the first and last items in the range. - or - To include non-contiguous items, hold down the CTRL key and click the items to include.

3 Click OK to add the items to the current transaction and return to the transaction window.

To change the quantity of an item before adding it to the transaction:

1 In the lower half of the Sales History window, place your cursor in the Quantity field you want to edit.

2 Enter the updated quantity.

3 Click OK to add the items to the current transaction.