History
This option enables a list of the history of negotiations with the customer, by branch and organized by date or group.
Procedures
To verify the customer's history:
| 1. | Once History is selected, the system displays a window of parameters in order to identify the data to be displayed. |
Fill them out according to help instructions and confirm.
| 2. | The system displays a new window, listing the history data in two folders: |
| • | Approved |
It lists the sales and credit approved for this customer.
| • | Blocked |
It lists the sales and credit blocked for this customer.
| 3. | Once the data is verified, confirm it. |