View Recurring Order History

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You can view a customer’s recurring order history either from the customer record or from the recurring order record.

From the Customer Record


ViewROHistory cust.jpg



1. Select the customer record.


2. Click Service tab to all service orders.


3. Click Customer History tab.


4. Click Recurring Orders tab. Listed on this tab you will see all items on the recurring order for this customer. Here you can view the next date. Click Edit and SME will jump to the Recurring Order module.


From the Recurring Order


ViewROHisotry.jpg


  1. In the Service & Install module, select Service Orders.
  2. List on this tab you will find all Service Orders generated by the Recurring Order.
  3. Double click on an order and SME will jump to the order in the Service module.