Moha: Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus..."

2011-06-11T01:42:25Z

Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus..."

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You can view a customer’s recurring order history either from the customer record or from the recurring order record.

'''From the Customer Record'''

[[File:ViewROHistory_cust.jpg]]

<br>1. Select the customer record.

<br>2. Click '''Service''' tab to all service orders.

<br>3. Click '''Customer History''' tab.

<br>4. Click '''Recurring Orders''' tab. Listed on this tab you will see all items on the recurring order for this customer. Here you can view the next date. Click '''Edit''' and SME will jump to the Recurring Order module.

'''From the Recurring Order'''

[[File:ViewROHisotry.jpg]]

# In the '''Service & Install''' module, select '''Service Orders'''.
# List on this tab you will find all Service Orders generated by the Recurring Order.
# Double click on an order and SME will jump to the order in the Service module.

View Recurring Order History - Revision history

Moha: Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus..."