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Recording sales/order dates against a Contact record

Hi. 

I run an online store where customers order frequently. I'm wanting to record the order history against the customer's Contact record. I need to easily see the customers volume of orders and order dates. I need to be able to report on this data.    

Any assistance in how to achieve this is greatly appreciated.   

 

 

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3 comments
  • Hi Tim, 

    The Enterprise version of Insightly would work best for you to do this. You will be able to create a product list and associated price book. You will also be able to generate quotes that you can then pull reports on per customer. 

    I am happy to walk you through this if you wish!

     

     

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  • Hi Tim,

    Erin is correct. Enterprise is the best choice for this project.

    You can try using custom objects or custom fields if enterprise is more than you need.

    Lastly, I recommend you connect your web shopping cart to Insightly via Zapier to automate order creation into Insightly.

    Thank you,

    Micah

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  • Thank you Erin and Micah for your suggestions. I will explore these solutions. 

    Cheers, Tim. 

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