Previous Sale Price

Salespeople often need to know what price a customer paid last time. This module adds read-only columns to the order lines showing the most recent previous sale of the same product to the same customer. It is used by sales users while preparing quotations and plugs into the Sales app. It shortens negotiation and keeps prices consistent.

1. 1

   Open a quotation

   In Sales open a quotation or sale order and select the customer. The order lines area is where the new columns appear.

   • Customer must be selected
   • Columns on the lines
2. 2

   Add a product line

   When a product line is added, the system looks for the most recent earlier order line of the same product for the same customer.

   • Computed and stored
   • Based on order date
3. 3

   See the previous sale

   The line shows Previous Order Reference, Previous Sale Date and Previous Sale Price, all read only.

   • Previous Order Reference
   • Previous Sale Date
   • Previous Sale Price
4. 4

   Decide the new price

   The salesperson compares the previous price with the current unit price and adjusts it if needed. Pricing rules are not changed automatically.

   • Informational only
   • No forced price change

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