Transaction History
Track all transaction history for a customer in one place — from initial quotes through orders, invoices, and outstanding payments.
Transaction Tabs
| Tab | Shows | Source |
|---|---|---|
| Quotes | Quotations | Created in WiseParts |
| Orders | Order history | Synced from source system |
| Invoices | Invoice records | Synced from source system |
| Due Documents | Outstanding payments | Synced from source system |
Tab visibility depends on your organization's settings.
Quotes
View and manage quotations for this customer. Quotes are created in WiseParts and can optionally sync prices and stock availability in real-time with your source system.
Each quote has both a global status and per-line status, letting you track progress at different levels of detail.
Orders
View the customer's order history with delivery status.
Each order shows order number, date, status, total, and warehouse. Expand to see line items with product details, quantities, prices, and delivery status.
Filtering: Narrow by date range, warehouse, brand, or status.
Invoices
View all invoices issued to the customer.
Each invoice shows invoice number, date, due date, amount, and status. Expand to see line items, tax breakdown, and related order number.
Filtering: Narrow by date range, warehouse, or brand.
Due Documents
Track outstanding payments and receivables.
A summary widget shows total outstanding, overdue amounts, and current (not yet due) balances. Documents are color-coded: green (not due), yellow (due soon), red (overdue).
Filtering: Narrow by date range, due date range, or document type.
Export: Download for accounts receivable reports or collection follow-ups.
Branch Context
When viewing a branch, transaction tabs filter to that branch only. View the main customer for combined data across all locations.