The Customer Order Pad is a feature used to review and build orders based on customer purchase history. You can quickly filter, search, and review items that are due to buy so that salespeople can follow up on sales opportunities or easily look up a product that a customer is trying to reorder.
To get started, navigate to the Menu icon 
, click on Customer Order Pad to begin, and then follow the steps below:
Filter Results
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First, search for a customer to filter down your product sales history. Click into the Customer field and enter your customer name or a partial search with some identifying information.
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You can also specify a Ship To in order to further filter your results and narrow your sales history by shipping location.
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Select an option from the Filter By section to determine which items will be shown.
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Show All: This will show all product sales history for the Customer/Ship To set up above.
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Due to Buy: This is a sales opportunity tool that works based on the average amount of days between a customer's purchase of a product. When a customer has not purchased an item beyond that average amount of days, the system marks the product as Due To Buy for that customer. This allows your sales staff the opportunity to quickly find products that your customer may be running low on or that a competitor is supplying so you can attempt to re-quote.
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Quoted: This will show all sales history that is on an active quote. These products display in green text.
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History: All historical purchases dating back to the cut-off date set in the filter
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Hidden: Any items that have been manually hidden from the Customer Order Pad
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Hits: Set the number of hits you would like a product to have to display on the Order Pad. Ex: If set to 4, the Order Pad will only display products that have been on a minimum of 4 invoices since the cutoff date used on the order pad.
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By default, the system will display the results grouped by Product Line. If you would like to see the results grouped differently, select an option from the Group By section by clicking the checkbox next to any of the following options.
- Product: Lists products alphabetically. No grouping.
- Primary Vendor: Lists products grouped by their primary vendor.
- 24 Month #Hits: Lists products by the number of times they have been purchased in the last 24 months. 3 Hits means it has been purchased three times.
- Line Seq#: Lists products by how they appeared on the original order.
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You can also group by one specific product line by searching for a specific product line. Click in the Product Line field and enter a product line code or description or click on the magnifying glass to select from a list of all Product Lines.
Tip
You can change the default grouping between Product Line and Primary Vendor in Inform by navigating to File > Company > Master: Sales setting Show Customer OrderPad Sorted by (P)roduct Line or (V)endor.
Inquiry Results
Based on the criteria you have set above, the filtered sales data will display in the groupings that you set. From here, you can begin to build your order.
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In the Inquiry Results dropdown, find the product you would like to add to your order.
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Drag your screen from right to left to see additional product sales information.
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Click on the plus sign to add to your order quantity or click in the text field and enter how many you want to add to the order.
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Once you have added all of the items you would like to see on the order, click on the toolbar
and select Create Order or Create Quote.
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This takes you into the Create a Sales Order screen where you can complete your order.