Introduction
The purpose of the history reports is to see all the activity that has happened for a specific company from your customer or vendor list. The reports will allow you to view both summarized and detailed information at a glance for any company. Both reports have similar functionality but are tailored to filter transactions based on customers and vendors. We can therefore use the same report for both company types with different default transaction filters for each of them.
Customer history
The customer history report can be found in the reports module under the sales card.
Transactions included in customer history can be anything connected to that customer. By default, vendor-side transactions (such as purchase orders, vendor invoices, vendor credits, make payments, work orders, material picks, and receipts) are filtered out. You can still decide to add these back into the report by selecting them in the filter option of WIGO.
When you create your customers, you can label them as both customers and vendors. If this is the case, there may be some purchase orders included in your report.
Vendor History
The vendor history report can be found in the reports module under the purchasing card.
This one is almost exactly the same report with the default filters assigned to vendors instead of customers. This means we have filtered out quotes, orders, invoices, credits, reservations, RMAs, receive payments, shipments, picks, and pack lists. You can still decide to add these back into the report by selecting them in the filter option of WIGO.
What's next?
We hope you are enjoying your exploration of WIGO and its features, for more information on navigating WIGO reports check out our other handy articles