How To: Build Customer Inventory List Desktop/Ipad

How To Build Customer Inventory List

Go into your system as if you were going to enter a New Order: Click on Order History:

(On your Desktop)

your Supplier: Then hit Search:

Select

It will pull everything the customer has order, and the last day ordered. You can print the inventory page and take with you to your appointment.

(On your Ipad) super easy and great tool!

Create ord er / s elect Cus tom er Bill to and Ship to At the Top ri ght click REPORTSVision Reports will load

On the bar graphs… select the Vendo r yo u wa nt to viewThis will open ord er histo ry wi th items ord ered and las t or der da te…etc!

Then you can pr int / email... etc.

Turn static files into dynamic content formats.