Finding a Customer's Last Order.

Acctivate offers two easy ways to locate a customer's last order. From the Edit customer window, or the Customer list view.

Finding a Customer's Last Order via the Edit Customer Window:

  1. Select Customer > Edit Customer to open the Edit Customer window.
  2. In the Customer Name field, type the customer ID of the customer you want to display and press tab on your keyboard or use the Lookup button, next to the Customer Name field to locate and select a customer.
  3. Select the Orders tab.
  4. Use the Type drop-down field in the header of the tab to filter the data grid by an order type (i.e. open, scheduled or completed orders, etc.) or select All from the bottom of the drop-down list to display all orders (quotes and service orders will display as well).
    1. If necessary, filter for a specific order due date by using the Due drop-down field or keep it set to Anytime (to not filter by due date).
  5. When you have the necessary information displayed in the data grid, you can find the last order easily by sorting the orders by order date in descending order. To sort the order date in descending order, click the Order Date column header until the gray arrowhead in the header is pointing downward. Now, the last order will be in the first data grid line.
  6. To view the sales order for the last order, double-click the data grid row of that order; or select the data grid row and then click the View Order (Ctrl+Shift+O) button.

Finding a Customer's Last Order via the Customer List:

  1. Select Customers from the left side menu, or select Customer -> Customer List from the top bar.
  2. Search or click the customer you wish to view.
  3. The "Timeline" tab should be the default one, but if not, select the "Timeline" tab.
  4. The top order in the list will be the most recent.
    1. If desired, you can use the "Type" dropdown to filter on only orders.