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.
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!
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
Thank you Erin and Micah for your suggestions. I will explore these solutions.
Cheers, Tim.
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