Sales History of a Customer

Learn how to access a customer's sales history in 10X ERP efficiently. This tutorial guides you through various methods, giving you insights into a Customer's orders, shipments, and quotes.

  • Navigate to a Customer
  • Find the Sales Tab
  • View Orders, Shipments, and Quotes
  • Switch Between Line Details and Quote, Order, and Shipment Level Summaries
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us