DealOngo Help

History Log

Checking the history of relations with selected supplier/customer

Way 1
Way 2

There are two ways you can check the history of your relations with selected customer or suppliers.

Way 1

History button exists in Customers and Suppliers sections and allows accessing filtered list of all documents related to selected customer/supplier only.

Way 2


Fig.24a. Docket/ Stock	Fig.24b. Checking relation history

When creating new docket it is sometimes necessary to check your previous dockets related to current partner. You can do it on the stage of product list addition to the document.

Tapping Add... button in Stock window of Docket Properties gives you the access to both Product/Items (i.e. full list of the products) and History (i.e. lists of products used in previous dockets issued for this partner). Of course, you can find the necessary products manually in full list and set their details anew. But if you often creating the documents for the selected partner with more or less same list of products, it may be easier to browse older dockets with History toolbar and copy products from there - exactly with same quantity, prices, etc. like before.

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