Profile: Products tab
- From the sidebar navigation, click
Contacts, then Contact List.
- Double-click on the desired contact, or select the checkbox to the left of the contact, then click
to open the profile.
- Select the
Products tab to open, then when finished, click
to close.
Products
- (1)
: Used to select previously purchased items for reorder
or return
- (2) Description: Items included from past purchases
- (3) Date: Date of the invoice
- (4) Type: Options include Sale, Sample, Gift, or Return
- (5) Qty: The quantity invoiced
- (6) Category: The category where the item can be found in the product list
- (7)
: Print the customer's product purchase history.
- (8)
: Select previously purchased items listed, then click
to launch a new invoice with the items automatically added for reorder.
- (9)
: Select previously purchased items listed, then click
to launch a new invoice with the items automatically added as a return and new items can be exchanged or refund issued.
Additional Information:
Tip: Click on any of the column headers to temporarily sort by that column.