Order History

[bradwbowman]

I think I may be missing something. Every company I have ever worked for uses a CRM software and it has all the customer information.

All I need for my company is to store customer information, including order history. Where can I input products my company sells and then assign the purchased products, price, date to a customer account? The first thing you should see is how big the customer is. How much they have spent via their lifetime, in the last year and so forth. I have spent a great time searching the help forum and viewing videos on sugarcrm and salesforce.com and nowhere does it show you (that I have found) where you put in the purchase once the sale is made.

Any advice would greatly be appreciated.

Thanks,
Brad

[EPMichael]

Maybe a plugin would help you : http://www.sugarforge.org/softwarema...p?form_cat=347
Look for OpenQuotesAndContracts and OpenSales for SugarCRM, I don't known those tools but they are maybe what you are looking for.

Or you can use a new field for each customer where you simply store the total business you made (hum... )

[sugarcane]

Hi Brad,

the CE version of Sugar does not have a Products and Quotes module. This is available in the Pro and Ent versions.

You could always customize your CE instance to include a module to track your Products in the system, although based on your description, you might need a professional developer to help you.

Another option you might want to consider based on your description is info@hand. This is based on the Sugar platform, and contains products, quotes, and billing modules (among others). The licenses are onetime fees.