Viewing a product’s sales history when creating a Quote is helpful when you need to determine previous pricing, previous customers and other historical information about the Product.
1. On the Sales & Marketing tab, in the Quotes group, click Manage. The Quote Data Management Center will appear.
2. Double-click on the Quote you would like to open.
3. Click the Add button on the Quote Details tab. The Quote Line Items screen appears.
Figure: Quote Line Items Screen.
4. Select a Product from the Product drop-down list.
5. Once a product is selected, click the Invoice History button in the upper toolbar. The Product Sales History Display screen will appear.
Figure: Product Sales History Display.
6. By default, all sales for selected Product will be displayed in the Product History Listing. To display the selected Product sales only for the selected contact, check “Display sales only for this contact”. To display the entire Invoice History (for all products) for the current contact, check “Display all sales for this contact”.
7. Click OK to close the screen and return to the Quote Line Items screen.
Alternatively, click the Open Contact button in the upper toolbar to view the Contact Record of the selected contact. Navigate to the Invoice Details (Inv. Detail) Tab or the Invoices Tab to view Sales History for that contact.
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