This is a stack ranked sales history view screen that can be displayed during order entry transaction creation. Whether user is building an invoice, quote, or an order, the Interactive Sales Advisor will show a customer the best seller list which then can be added to an order worksheet to insert items into a new order directly from the grid.
Interactive Sales Advisor™
Ranks items from highest amount of transactions to the lowest
Displays transaction count next to each item
Can expand each item displayed to each transaction date along with quantity sold, price, and extended price
Can combine by Quote, Order, Invoice, Return, Back Order, Fulfilolment Order transactions into the search
Can filter by catalog, category, non-inventory, or kit items
Can easily expand dates to search futher back on history
Easy “Add to Order” button inserts all items simultaneously into order
More Features
