Use a Customer’s History Matrix within a Sales Order
Overview
The history matrix allows you to easily add items that a customer has previously bought and would like to purchase again. This is useful if they can't remember the precise name or colour of the item.
Usage
- In the sales order in edit mode.
- Click on the Actions button.
- Select History Matrix.
- Enter the quantity of the item that the customer wishes to purchase.
- Enter the price they are going to pay, if required.
- Click OK to add the items to the grid.
- Continue editing the sales order.
- Save the order when you have finished.