A CRM’s purpose is to stay connected to customers and to streamline your procedures.
If used correctly, a CRM software will give you a better understanding of your customer’s behavior. This will give you the opportunity to adjust accordingly. By making the necessary adjustments, this should translate into better relationships which will increase your profitability.
Sage 100 SO Item Sales History (SO-1023) allows you to view detailed Item Sales History by Customer/Item Number from Sales Order Entry, SO Invoice Entry, AR Customer Maintenance and Inquiry, and Inventory Item Maintenance and Inquiry. The AR Setup Option to Retain Invoice History in Detail must be set to Yes in order for this to function.