Use a Customer’s History Matrix within a Sales Order

Use a Customer’s History Matrix within a Sales Order

Overview

The history matrix allows you to easily add items that a customer has previously bought and would like to purchase again. This is useful if they can't remember the precise name or colour of the item. 

Usage

  1. In the sales order in edit mode.
  2. Click on the Actions button.
  3. Select History Matrix.
  4. Enter the quantity of the item that the customer wishes to purchase.
  5. Enter the price they are going to pay, if required.
  6. Click OK to add the items to the grid.
  7. Continue editing the sales order.
  8. Save the order when you have finished.