The Sales History tab contains each product that your customer has purchased from you organized by year and by Ship To location. First, select the Ship To location from the drop down menu. Choose the All option to include all of the products that the customer has purchased, regardless of the Ship To location. Next, select the year from the drop down menu. Only products sold to the customer during the selected calendar year will be included. If you choose to select the All option, it will include every product that the customer has purchased from you. Selecting All for the Ship To location and All for the year will load the entire Sales History for the customer. This may take a few minutes to load for large customer accounts.
The table will display each product that your customer has purchased based on the criteria, with the Invoice Date of their most recent purchase. To view additional information regarding a particular product, click on the 
to the left of the Product Number. This will expand the product to display each invoice that the item appears on, within the selected year and for the selected Ship To location. You can also right-click on the product and select "Expand All" to expand all products.
Click on any field in the example below for more information.
Once you have set the parameters for viewing your customer's Sales History, you wil l be presented with the information in the format shown below. Note that the scroll bar at the bottom of the window will allow you to scroll and view additional information regarding each sale.
Sorting, Filtering, and Arranging Columns
The columns on the lower half of the Customer Ledger can be rearranged and the information that they display can be filtered and sorted.
•To move a column, click on the column heading and drag it to the right or left. You will see two vertical arrows display where the column will be placed as you move your mouse pointer (shown below). Release your click to drop the column.
•To sort the information displayed, click on the column heading. Clicking once will sort the information in ascending order, click again to sort the information in descending order. The column used to sort the information will display a small triangle in the right corner (shown below).
•To filter the view to display only certain information, click on the small triangle button in the right corner above the results (shown below). This will display the filter row directly below the headers.
The filter row allows you to enter the criteria that will be used to filter the products displayed. For example, if you want to only display products with 5 or more transactions, click in the row below the Transactions column and enter the number of transactions. You can click on the greater than or equal to symbol to select different criteria options (shown below).
When you are using date fields for your selection criteria, hovering over the field will display an arrow for a drop down calendar (shown below). You can also manually type in the date. Date fields default to use "equal to" as the criteria; this can be changed by clicking on the equal sign and selecting a different option from the drop down menu.
Clear a filter by hovering over the field and clicking on the clear filter button to the right of the criteria (shown below).
Run a Sales History Report
A Sales History Report will display the product information for the selected Ship To and Year. It will not use any filters or sorting that you have applied to the table. Run the report by clicking the Report button to the right of the Year drop down menu. The window below will display allowing you to select options for the report. Click on any of the options displayed below for more information.
Click the Run button to open the printer window. In the printer window, select to Print the invoices, View them to the screen, or click the Send button to fax or email.