Viewing Historical Transactions in 10X ERP

How to Review Historical Transactions in 10X ERP

10X ERP makes it simple to review historical transactions across items, customers, and vendors. From each record type, users can access detailed transaction history including sales orders, shipments, quotes, and line items. The system allows for flexible filtering, rapid identification of trends or issues (such as gross profit changes), and easy export of data for further analysis.

  • Access Item History By Navigating to the Item Record and Selecting the Sales Tab
  • Filter Item Sales Data By Customer or Transaction Type for Quick Insights
  • View Customer History Including Sales Orders, Quotes, Shipments, and Purchased Items
  • Identify Specific Items Purchased By a Customer to Track Buying Patterns
  • Export Historical Data to Spreadsheet Format for Reporting or Analysis
  • Access Vendor History to View RFQs, Purchase Orders, Stock Receivings, and Line Items
  • Analyze Purchase Quantities and Totals Over a Selected Time Frame
  • Identify Information from Customer Sales Data and Share Insights with Relevant Stakeholders
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