Track a Customer's Last Purchase

 

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Expand/Collapse item  Overview

 

To track a customer's last purchase

  1. Select Sales Order Setup menu > Sales Order Options.

  2. Click the History tab. At the Retain Customer Last Purchase History field, select how you would like to track history. For more information, see Sales Order Options - Fields.

  3. Select Sales Order Setup menu > Customer Last Purchase Maintenance.

  4. Enter the customer number for which you want to view last purchase information. You can view and maintain item purchase history information for customers. For more information, see Customer Last Purchase Maintenance - Fields.

Expand/Collapse item To clear customer last purchase information

 

Expand/Collapse item To automatically rebuild the Customer Last Purchase History file from the Sales Order history files

 

Based on your selection in the Retain Customer Last Purchase History field in the Sales Order Options window, you can view customer last purchase information on the Sales Order Entry and Invoice Data Entry Lines tab by clicking the Customer Last Purchase History button in the button bar. You can also use the last purchase price. For more information, see Use the Last Purchase Price on an Order.