View Last Sale Details in Smart Salesman
How to View Last Sale Details Using CTRL+Q in Smart Salesman
The CTRL+Q – Last Sale Details feature in Unisolve helps salesmen quickly view a customer's previous purchase details while creating a sales invoice. This allows users to check the customer's last sale information and use it as a reference while taking the current order.
The feature is useful for reminding customers about previously purchased products, suggesting products they may need again, and improving the overall sales process.
Start with Unisolve dashboard to initiate the process:
Follow the steps below to view the customer's last sale details:
- Open Unisolve and go to the Sales Invoice screen.
- Create a new sales invoice.
- Select or enter the Customer Name for whom the bill is being prepared.
- Add the products requested by the customer to the sales invoice.
- Press CTRL+Q from the sales invoice screen.
- The Last Sale Details (Smart Salesman) window will open.
- Review the customer's previous sale details, including the products purchased in the last sale.
- After reviewing the details, continue adding the required products to the current sales invoice and complete the billing process.
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- To avail this facility, download our Latest Patch of Unisolve/Cross Software. Kindly read: How to Download Last Patch (Guide) to download the last patch.
- For more details, please make a ticket on swildesk.com.