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:
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Match Inventory to display only the item selected on the Invoice Entry screen (if the customer previously bought, returned, or traded-in that item)
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Match Vehicle to display only the vehicle selected for the current work order
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Under 90 Days to display only invoices that are less than 90 days old
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Under 180 Days to display only invoices that are less than 180 days old
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All to displays all invoices
3. To exit the customer’s history, click Cancel.
Copyright 2017 ASA Automotive Systems, Inc.
Version 9.2.0 | Generated 12/19/2017
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