Customer Sales History in 10X ERP

How to Look Up Customer Sales History in 10X ERP:

• From Customer Record:
  • Navigate to the Customer Record and open the Sales tab.
  • Select Shipments (closed) and enable the Lines switch for product details.
  • Use the search/filter to find a specific product.
  • Click the sum icon to see total sales quantity, pricing, and gross profit.
  • Export the data if needed.
• From Sales Order or Price Quote:
  • Start a Sales Order or Price Quote for the customer.
  • Scroll to Line Items and open the Order Pad for purchase history.
  • View last order date, order number, and past purchase details.
  • Enter quantities to quickly build a new order.
• From Sales Reports (Permission Required):
  • Go to Custom Reports > Sales Reports.
  • Select a date range (e.g., last quarter).
  • Enable the Lines switch for product-level data.
  • Group by Customer to summarize sales history.

These methods provide a fast and efficient way to analyze customer sales trends and order history.