Sales Activity

The Sales Activity tab of an inventory item is an excellent way to view sales activity within a specific document, for a specific customer, or within a specific date range. Complete the following steps to view sales activity:

1. Open a specific inventory item by selecting Inventory > Product Catalog and selecting a specific inventory item.

2. Click on the Sales Activity to view the following information:
   

3. Set the desired query settings:

1. Doc Type: Select a specific document such as Invoices, Proposals, or Sales Orders or select All to include all sales documents that include this item.

2. Customer:  Select a specific customer or let blank for all customers.

3. Start Date:  Select a specific date in the past to limit the query or let this setting blank to include all dates.

4. End Date: Set this date to complete the desired date range.

4. Click F5 to list documents based on the set query.

5. Double click on any document to view details.

Review the Inventory History section for details on purchase history.

Review the Product Returns, Trade-ins, and Sales History section for details on customer returns.

Review Quick Reference Context Menu for details on a quick sales history from the context menu of an invoice.