Adding Items a Customer has Previously Ordered to a Sales Order
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 
button in the [ Sales Orders | Main ] screen.
Example of Using the History Matrix Dialog
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:
- Code: the Stock Code of the stock item.
- Description: the Stock Description associated with the 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
- Create a Sales Order as normal.
- Click on the button.
- Select the Start Date, in the example above it is 01/04/2013.
- Select the Period Interval, in the example above it is Monthly.
- Enter the quantity in the Qty column for the item required.
- Enter a different price. (Optional)
- Click on OK.