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Adding Products to a Quote from Recent Purchase History
Adding Products to a Quote from Recent Purchase History

This article outlines how to add products using the Recently Purchased search to your Quote.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

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. 

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

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