How to View Order History in AMP Sell
Order history is a valuable tool for understanding customer preferences and planning presentations or proposals. By reviewing what a customer has previously purchased, you can tailor your sales approach for greater success.
To View Past AMP Orders:
Navigate to the Customer Tab
Go to the Customer tab.Tap on a Past Order
Select a past order to view its full details.View Past Quotes
Tap on Quote to see previous commitments or quotes made to the customer.View Deleted Orders
Tap the Trash icon to view any deleted orders.
To View Orders Placed Outside of AMP (Uploaded to AMP Sell):
Tap "Office Orders"
Select Office Orders to view orders submitted outside of AMP.
(If these orders are missing, contact your manufacturer to have them uploaded.)Tap a Past Order
Tap on any past order to see its full details.View Orders on Hold
Tap HOLD to view orders that are currently on hold.View Invoiced Orders
Tap INVOICE to see orders that have been invoiced.View Open Orders
Tap OPEN to view orders that are still open.
To View Monthly Sales:
- Tap the Graph Icon
In the Company Profile box, tap the Graph icon to see monthly sales data.
To View Individual Item Purchase History:
- Tap an Item in the Lineup
Select an item in the Lineup (bottom left) to view its purchase history.