How to Find the history of the Customer's Parts Counter Purchases

How to Find the history of the Customer's Parts Counter Purchases

  1. Click on Customer Search button (red car Icon)
  2. Enter the first few letters of the Customer's last name (no need to place your cursor in the Name Locator box, once you've clicked on Customer Search you can just start keying in the letters) It's a progressive search and as you type each letter, the list grows smaller and closer to finding your customer.
  3. Double click on the correct customer name (or left click on the Edit button.)
  4. Click the Options (F2) button from the column on the left
  5. Select History to view the list of open and posted Parts Counter invoices for this customer.
  6. or: Select Customer History Report, set the number of months back you want to view, and click Part Invoices under Type Of Invoice.
Alternatively, if there is already an open invoice for the customer in question on the parts counter:
  1. Highlight and right click on the name in question to view the Options,
  2. Click on Customer History.

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