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Prior Items Sold & Invoiced

From the Reporting area in CRM you can access an area to view all historical sales. You can search, sort and filter the data in these areas as you would normally in List View.

  • Prior Items Sold – displays a list of every item, from every Sales Order, in one place.

  • Prior Items Invoiced – displays a list of every item, from every Invoice, in one place.

 

 

 

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