Adding Items a Customer has Previously Ordered to a Sales Order

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Adding Items a Customer has Previously Ordered to a Sales Order

The History Matrix dialog allows the user to add items to a sales order for a customer who has previously bought from you and would like to order the same items again.

Benefits of Using the Order History Matrix Dialog

  • The date range allows the user to go back over periods to help the customer determine which item they bought in the past and would like to order again.
  • Users can easily see items the customer has previously bought and then enter the quantity and even a different price to add the items to the current sales order.
  • Customers who like to reorder the same brand, size, colour or make can do so easily.
  • Users can quickly add items customers regularly buy to the sales order en-masse.

How to Display the Order History Matrix dialog

The Order History Matrix dialog is opened using the BtnHistoryMatrix.jpg button in the [ Sales Orders | Main ] screen.

Example of Using the History Matrix Dialog

ScnSOHistMatrix.jpg

The Order History Matrix dialog consists of the filters at the top of the screen and the grid.

Filters

  • Start Date (F4): start date to filter from in the grid.
  • Period Interval:
    • Daily: daily period from the start date.
    • Weekly: weekly period from the start date.
    • Monthly: monthly period from the start date.
    • Yearly: yearly period from the start date.

Grid

  • Stock Item:
  • Periods: broken down into six periods depending on the Period Interval set.
  • LPrice: the last price the customer paid for that stock item.
    Note: if the price has changed then the customer will charged the updated price that they are entitled to and not the last price they paid.
  • Qty: the user can enter a quantity here that adds the stock item and the quantity to the sales order grid.
  • Price: the user can enter a price here that adds the stock item, quantity and new price to the sales order grid.

Context Menu

  • Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
  • Clear Selection: deselects the currently selected line(s).

Example of Using the History Matrix Dialog

  1. Create a Sales Order as normal.
  2. Click on the History Matrix Dialog button.
  3. Select the Start Date, in the example above it is 01/04/2013.
  4. Select the Period Interval, in the example above it is Monthly.
  5. Enter the quantity in the Qty column for the item required.
  6. Enter a different price.  (Optional)
  7. Click on OK.

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team