Sales History Displayed in Notes
For Sage 300
Sales History displayed in Notes, a powerful feature offered by Orchid Notes within the Sage 300 ecosystem, designed to provide comprehensive insights into customer purchasing behavior directly within your existing workflow.
Display Customer Sales History (from Sage 300 Order Entry) within an Orchid Note.
Sales History displayed for a given Customer/Item combination:
- Sale Quantity
- Average Price
Users can configure which sets of information to display. It can also be tailored to display Year-to-Date figures or multiple years.
Additional Requirements
Requires Orchid (Information Manager) Notes to be installed and configured.
App Type
Packaged
Provides useful functionality ‘out of the box’. (May require configuration, but not coding.)
Extended Notes
Extender generates dynamic content and uses Orchid Notes, part of Orchid’s Information Manager suite, to display the result on Sage 300 screens. (Requires Notes to be installed and configured.)