Smart Lists

Overview: 

Website Smartlists are a display on the product of that account’s history with that product. It is displayed at the bottom of the product page under ‘Product History’. It will not display until there is history to display that product for that account.

It displays a summary of order, invoice, and general website product information:

For ‘Order History’ it shows information about how often the product has been ordered, the newest and oldest dates ordered. 

For ‘Invoicing’ it shows the times invoiced, quantity invoiced, MTD, YTD, and the previous year’s invoice information. 

For ‘Product’ it shows general product information about that user and the product.

 

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