- Go to Sales | Sales records
- You can search by sale number, name, company phone, or a generic search. You can also go to the last sale and scroll.
- We are going to search by name. We are looking for sales to Betty Dillon. Wintix finds and displays all the sales that have been made to this customer.
- Note that there are four sale records.
- Double-click on the first record at the top of the list to see the
information for this sale. The Sales record window appears.
- Click on each of the information tabs to review the information for the sale.
- Use the navigation buttons to review the information for each of the other sales for this customer. Note that Wintix advances you through just the sales that were found for this customer.
NOTE: The functions and displays are slightly different from one version to another.