How can you track multiple items ordered per client

  • Thread starter Thread starter JudyK
  • Start date Start date
J

JudyK

I sell wine, I'm trying to set up my Outlook so i can track each customer and
input the different bottles of wine they purchased. How would i set up the
form to put multiple wine selections on their record?
 
JudyK:

You could use Opportunities and consider each Opp an order. Or, just have
one Opp per contact and add each bottle to that same Opp. Or, you could
integrate with Office Accounting and track each invoice, but then you'd need
to have each contact be an Account instead of a Contact because that's how
Accounting works. Or, you could get Microsoft's Point of Sale program and
get a record from each transaction that you ring up on the PC, acting as the
cash register.

HTH,
Lon
___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
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