The following video discusses navigating and utilizing the history section on both quotes and orders to track changes, updates, and details for accurate record-keeping and auditing purposes.
Order and Quote History Tracking
Key Steps:
Locate the history button on the order or quote page.
Click on the history button to view all changes from the most recent to the oldest.
Review the history to track changes such as model numbers, serial numbers, pricing, line items, and more.
Use the "view moment in time" option to see details at specific points in the order or quote history.
Utilize the history section to track who made changes, deleted line items, updated prices, and more.
Access individual line item details for a comprehensive view of the order or quote history.
Cautionary Notes:
Changes are only saved in the history section once the order or quote is saved.
Be cautious when deleting or editing information, as it will be recorded in the history section.
Ensure accuracy in tracking changes to maintain a clear audit trail.
Tips for Efficiency:
Use the history section for reference when re-adding deleted line items or verifying past details.
Familiarize yourself with the view moment in time feature for specific historical details.
Regularly review the history section for accurate record-keeping and auditing purposes.
Utilize the history tab as a comprehensive record of all changes and updates in quotes and orders.