--- title: SALES HISTORY description: Learn where you can access Sales History and learn what you can do in each of these locations --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Sales Orders - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # SALES HISTORY ## Learn where you can access Sales History and learn what you can do in each of these locations #### **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-18-45-6456-AM.png?width=50&height=50&name=image-png-Dec-20-2022-03-18-45-6456-AM.png)** #### View Sales History information for posted Sales Orders in one of 6 places:   **  1.   Sales History** **Module** from the module list: ![SalesHistoryModuleList-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryModuleList-1.png?width=688&height=169&name=SalesHistoryModuleList-1.png) - - **Invoices** tab functionality:  - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-19-27-2801-AM.png?width=17&height=22&name=image-png-Dec-20-2022-03-19-27-2801-AM.png) Refresh** to load any invoices that may have been posted since last refresh and that may not be displaying on this list - - - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-02-36-09-6618-PM.png?width=82&height=29&name=image-png-Dec-22-2022-02-36-09-6618-PM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-02-36-13-8906-PM.png?width=105&height=28&name=image-png-Dec-22-2022-02-36-13-8906-PM.png) Sales History Filters / Search / Customization** - see [Sales List](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-02-36-33-5871-PM.png?width=22&height=22&name=image-png-Dec-22-2022-02-36-33-5871-PM.png) Export** Sales History details in Excel or CSV format - see [SALES ORDERS - Export](https://cs.geminilogic.com/en/manual/sales-orders-export) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-22-2022-02-36-40-2191-PM.png?width=22&height=22&name=image-png-Dec-22-2022-02-36-40-2191-PM.png) View** Invoice(s) selected from the filtered or unfiltered list (see [Filters](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters)) with these options: - **![Edit](https://cs.geminilogic.com/hs-fs/hubfs/Edit.png?width=25&height=25&name=Edit.png) Edit** the following Header fields (User Settings permitting) - PO No / Reference No / Salesperson / Territory / Ship Via / Bill To Address or Contact information / Ship To Address or Contact information  / Carrier Info / User Defined Fields / Equipment No / Service Info Reading type / Job Account - **![PrintIcon](https://cs.geminilogic.com/hs-fs/hubfs/PrintIcon.png?width=25&height=23&name=PrintIcon.png) Print / Preview / Email** the Invoice - **![CustomerIcon](https://cs.geminilogic.com/hs-fs/hubfs/CustomerIcon.png?width=20&height=29&name=CustomerIcon.png)  Open Customer** to view / edit  - **![ShowTaxBreakdowns](https://cs.geminilogic.com/hs-fs/hubfs/ShowTaxBreakdowns.png?width=25&height=24&name=ShowTaxBreakdowns.png) Show Tax Breakdown** (USA) - **![GLTransactionIcon](https://cs.geminilogic.com/hs-fs/hubfs/GLTransactionIcon.png?width=25&height=23&name=GLTransactionIcon.png) View Transaction** - ![Copy](https://cs.geminilogic.com/hs-fs/hubfs/Copy.png?width=25&height=25&name=Copy.png) Copy the Invoice into a new Sales Order - **![ReverseIcon-1](https://cs.geminilogic.com/hs-fs/hubfs/ReverseIcon-1.png?width=29&height=29&name=ReverseIcon-1.png) Reverse** the Invoice as a reversing Sales Order - **![SalesOrderEDIIcon](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderEDIIcon.png?width=27&height=26&name=SalesOrderEDIIcon.png) EDI Invoice** to send the selected Invoice(s) to file if you have your Electronic Data Interchange Integration set up - ![CommunicationsIcon](https://cs.geminilogic.com/hs-fs/hubfs/CommunicationsIcon.png?width=24&height=24&name=CommunicationsIcon.png) access to **Communication** tab allows user to Add or Edit Communication entries - grid options:![SalesHistoryItemsGrid](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryItemsGrid.png?width=688&height=224&name=SalesHistoryItemsGrid.png) - ![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=23&height=25&name=OpenInventoryIcon.png) **Open Inventory** to view / edit the line item selected - ![SalesOrderMainTabToggleKitComponentsIcon](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderMainTabToggleKitComponentsIcon.png?width=26&height=28&name=SalesOrderMainTabToggleKitComponentsIcon.png) **Toggle Kit Components** - view components of the Kit item selected (see [Inventory Kits](https://cs.geminilogic.com/en/manual/inventory-accessories-/-kit-components-/-macro-substitutions-tab#InventoryKits)) - ![UDFIcon](https://cs.geminilogic.com/hs-fs/hubfs/UDFIcon.png?width=28&height=12&name=UDFIcon.png) **Show UDF** - view the User Defined Fields data and structure for the Sales History line selected (see [User Defined Fields](https://cs.geminilogic.com/en/manual/user-defined-fields-entering-data)) - data in these fields can also be made visible in the items grid by right-clicking on any of the column headings for the list of available columns and putting a checkmark beside the UDF:                                                    ![SalesOrderGridColumnListUDF](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderGridColumnListUDF.png?width=172&height=228&name=SalesOrderGridColumnListUDF.png)                                     ![SalesOrderGridColumnListUDF-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderGridColumnListUDF-1.png?width=538&height=423&name=SalesOrderGridColumnListUDF-1.png) - - - ![PrintIcon](https://cs.geminilogic.com/hs-fs/hubfs/PrintIcon.png?width=28&height=26&name=PrintIcon.png) **Print **all or selected records and choose from the following reports (see [Sales History Reports](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHistoryReports)) :                          ![SalesHistoryReportsList](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryReportsList.png?width=382&height=361&name=SalesHistoryReportsList.png) - - - ![GLTransactionIcon](https://cs.geminilogic.com/hs-fs/hubfs/GLTransactionIcon.png?width=25&height=23&name=GLTransactionIcon.png) **View Transaction** to see how this transaction effected the General Ledger - **![SalesOrderEDIIcon](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderEDIIcon.png?width=27&height=26&name=SalesOrderEDIIcon.png) EDI Invoice** to send the selected Invoice(s) to file if you have your Electronic Data Interchange Integration set up - - - ![SalesOrderEMailIcon](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderEMailIcon.png?width=28&height=28&name=SalesOrderEMailIcon.png) **Email** the Customer(s) on the selected Invoices (see [CUSTOMERS - email](https://cs.geminilogic.com/en/manual/customers-email)) - Sales History list **Context Menu** - right-click on any line(s) to launch:                           ![SalesHistoryQuickMenu-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryQuickMenu-1.png?width=164&height=140&name=SalesHistoryQuickMenu-1.png)  - - **Items** tab has similar functionality as the Invoices tab, with these exceptions: - ![reports1](https://cs.geminilogic.com/hs-fs/hubfs/reports1.png?width=25&height=25&name=reports1.png) **Print **all or selected record(s) and choose from the following reports (see also [Sales History Reports](https://cs.geminilogic.com/en/manual/sales-orders-reports) and Sales [History Report Tab](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHistoryReportTab)):                         ![SalesHistoryItemsReportsList](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryItemsReportsList.png?width=382&height=270&name=SalesHistoryItemsReportsList.png) - - - Sales History Items **Context Menu** - right-click on any line(s) to launch:![SalesHistoryItemsQuickMenu](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryItemsQuickMenu.png?width=124&height=104&name=SalesHistoryItemsQuickMenu.png)  - - ![reports1](https://cs.geminilogic.com/hs-fs/hubfs/reports1.png?width=25&height=25&name=reports1.png) **Reports** tab allows printing of reports with pre-set parameter options:![SalesHistoryModuleReportsTab](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryModuleReportsTab.png?width=495&height=329&name=SalesHistoryModuleReportsTab.png) - - - select the **Sales History** Report Template for summary reports: ![SalesHistoryReportsTabSalesHistory-1](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryReportsTabSalesHistory-1.png?width=366&height=249&name=SalesHistoryReportsTabSalesHistory-1.png) - select the **Customer Sales History **Report Template for detail reports: ![SalesHistoryReportsTabCustomerSalesHistory-2](https://cs.geminilogic.com/hs-fs/hubfs/SalesHistoryReportsTabCustomerSalesHistory-2.png?width=370&height=251&name=SalesHistoryReportsTabCustomerSalesHistory-2.png)   ** 2. ** **Sales History** Module from the **Sales** text menu:         ![SalesTextMenuSalesHistory](https://cs.geminilogic.com/hs-fs/hubfs/SalesTextMenuSalesHistory.png?width=140&height=240&name=SalesTextMenuSalesHistory.png)   **  3.**  Sales Order > **Sales History** tab that displays posted invoices (for more information see [Invoicing](https://cs.geminilogic.com/en/manual/sales-orders-post-invoice) and [Batch Invoicing](https://cs.geminilogic.com/en/manual/sales-orders-batch-invoicing)) for all items for the Customer on the current Sales Order, which offers two subtab views: - Items tab for detailed view and the same functionality as the [**Sales History** module](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHistoryItems) with the following additional functions: ![SalesOrderSalesHistoryTabItems](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderSalesHistoryTabItems.png?width=688&height=273&name=SalesOrderSalesHistoryTabItems.png) - - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-25-11-6620-AM.png?width=24&height=24&name=image-png-Dec-20-2022-03-25-11-6620-AM.png) **Order Items Only** will narrow the list to show only items that are on the Order currently open - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-20-2022-03-25-24-7601-AM.png?width=24&height=24&name=image-png-Dec-20-2022-03-25-24-7601-AM.png) **Add To Order** - will add selected item(s) to the current Sales Order  - **Invoices** tab gives you a summary list, with functionality explained [above](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHisotryInvoicesTab): ![SalesOrderSalesHistoryTabInvoices](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderSalesHistoryTabInvoices.png?width=688&height=268&name=SalesOrderSalesHistoryTabInvoices.png)    **4. ** Purchase Order > **Sales History** tab (specific to items on the PO): ![PurchaseOrderSalesHistoryTab](https://cs.geminilogic.com/hs-fs/hubfs/PurchaseOrderSalesHistoryTab.png?width=688&height=235&name=PurchaseOrderSalesHistoryTab.png)     **5**.  **Customer **details > **Sales** tab > **Invoices** / **Invoice Items** sub-tabs (see [Sales History Invoices](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHisotryInvoicesTab)and [Sales History Items](https://cs.geminilogic.com/en/migrated/manual/sales-history#SalesHistoryItems) for functionality):![CustomerSalesTabInvoicesItems](https://cs.geminilogic.com/hs-fs/hubfs/CustomerSalesTabInvoicesItems.png?width=600&height=277&name=CustomerSalesTabInvoicesItems.png)    **6**.  **Inventory **details > **Sales** tab > **History** subtab: ![InventorySalesTabHistory-2](https://cs.geminilogic.com/hs-fs/hubfs/InventorySalesTabHistory-2.png?width=434&height=250&name=InventorySalesTabHistory-2.png)              [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - 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