Tips and Tricks


Price and Cost History

Thursday, March 29, 2018

Placing a quote for a customer and need to see what cost was or price you charged them in the past? From the quote, check the box next to the line item you wish to review history on, then select the "Price History" option from the Line Actions tab at the top of the product table. A window will open to show a list of the documents (Quotes, Orders, Invoices and RMAs) that the item was placed on, for this specific customer, and will display the order number, date, cost, sell price and quantity for each document. For more detail, select the order number to access the document for review.

To see what other customers got that same item for, select the All Customers tradio button at the top right of the product table.




Price and Cost History