Quite often your customers may wish to purchase particular products that they have recently purchased from you beforehand. To help you find these products efficiently and add them to your Quote, we have the Recently Purchased Search. This search can also be helpful when trying to Upsell to the customer by checking if they require anymore of the previously purchased product.
Step 1: Click Search within the Product Id Field
The Recently Purchased Search can be accessed by clicking the 'Search' option within the Product Id field.
Step 2: Select Recently Purchased Search
By clicking the Search option, an advanced product search window will open. Using the drop-down option, you can select the Recently Purchased search, which will then list all products that have recently been purchased by this Company.
Step 3: Add required quantity
To add the required products to the Quote, just type in the required quantity followed by clicking 'Add' or 'Add & Close' in the bottom right-hand corner. Either option will add your selected products to your Quote.
For more information on creating Quotes, take a look at our article.