Advanced Sales History Module

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Advanced Sales History Module

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The Advanced Sales History Module gives the handheld user the ability to view a customers' previous sales during the sale process.  This enables the sales rep to prompt the customer during the current sales based on their sales history.  This visibility is provided through the addition of a sales history view in the add items tab on the Mobileezy Handheld Application and through the new sale screen in Desktop Order Entry System.  The Advanced Sales History Module will display historical information for the last 3 customer sales, irrespective of who made the sale, as long as those sales were made in Mobileezy.

 

 

Profile Settings Affecting the Advanced Sales History Module        Profile Settings Affecting the Advanced Sales History Module

There are two profile settings that affect the ability to see customer sales history.

Setting Name

Setting Type

Description

Value

Required?

Show Sales History

Profile General Setting

Controls whether 3 additional columns displaying sales history are switched on in DOES.

Yes

If sales history is required for the DOES user.

Show Sales History on Handheld

Profile General Setting

Controls whether the handheld has access to Sales History mode.

Yes

If sales history is required for the Handheld user.

 

Note: Sales history will also be affected by the archive period.

 

Sales History in Desktop Order Entry System        Sales History in Desktop Order Entry System

When using sales history with Desktop Order Entry System an additional 3 columns are displayed between the item quantity and price columns in the new sale screen.  These columns display the purchase history for the last three sales transactions for the customer alongside the quantity stored in the template.

Screenshot of sales history in DOES
Sales History in DOES

Switching to Sales History Mode on the Mobileezy Handheld Software        Switching to Sales History Mode on the Mobileezy Handheld Software

Sales History mode is switched on from the Sales Items screen of the Mobileezy Handheld Application.

1.From the Sales Items Screen
2.Tap on the word Sales Items in the menu
Screenshot of tapping on the word Sales Items
Tap on Sales Items
3.Select History from the menu
Screenshot of selecting History the menu
Select History

Sales History on the Mobileezy Handheld Application        Sales History and Templates

The Advanced Sales History Module is most effective when used in conjunction with sales templates, as each of the template items will be displayed alongside the purchase history for those items over the last three sales.  This means that the sales rep can run through the list of items usually purchased on the template and immediately see what the customer purchased in previous transactions.

To use sales histories in conjunction with templates:

1.Setup a sales template for the customer
2.Create a new sale for the customer using the template you have created
3.Tap on the X Items button, this will show display a list of all items in the template alongside the sales history.
Screenshot of the Template with History
Template and Sales History
4.Go through the template, entering sales quantities for the current sale .

Viewing the Historical Sale        Viewing the Historical Sale

The historical sale can be viewed from the sales history view in the Sales Items screen.

To view the historical sale tap on the column heading (Tpl, Lst, 2nd or 3rd) in the Sales History table.

Screenshot of viewing the historical sale
Viewing the Historical Sale

See Also

Sales Templates

Sales History

Managing Sales