Viewing At-a-Glance Sales History

By pressing a single key, you view a customer’s sales history at point of sale. Having quick access to this information makes it easy to track down the date of the customer’s last visit, along with a list of items the customer has already bought, returned, or traded-in.

Note: At-a-glance customer sales history is displayed in the same screen that’s used for tracking returns and trade-ins.

To view at-a-glance sales history

1. From the Invoice Entry screen, press F8. The Customer Sales History screen appears.

2. To define which items are displayed, select the following as needed:

Match Inventory to display only the item selected on the Invoice Entry screen (if the customer previously bought, returned, or traded-in that item)
Match Vehicle to display only the vehicle selected for the current work order
Under 90 Days to display only invoices that are less than 90 days old
Under 180 Days to display only invoices that are less than 180 days old
All to displays all invoices

3. To exit the customer’s history, click Cancel.