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Sales and Purchase History

What happens after the sale is just as important as the sale. For this Tradepoint includes advanced features to easily search, view and print sales history through reporting or through a specific contact's account.

Tradepoint's purchase history which tracks to each contact as purchases is called the Product's Owned section supports follow up actions which are specific to that product for a defined history of actions taken against any products that have been purchased.

Products Owned: Define What Happens After the Sale

Companies who track activity, service plans and follow up maintenance with service work on Products a customer has purchased from will enjoy the Product Owned tools within Tradepoint. Whether it is service, warranty work or additional purchases, tracking activity related to Products after a Product has been purchased can a challenge depending on how information is managed.

Tradepoint Enterprise's Products owned will track a customer or reseller's purchase history and provide an interface where additional activities can be tracked from the point of purchase. This structure supports a more specialized work flow for companies looking for tools to track related activities to products that have been purchased by their customers and resellers. Capabilities within Products Owned include but are not limited to:

  • Basic product information tracking to a customer or resellers purchase history
  • The ability to access the invoice directly from the purchase history
  • An information screen with customizable fields to shape your information requirements
  • Accessories or related product information will automatically track to a products owned purchase history
  • Track Repairs and generate a new work order within product owned
  • Integrated Call log functionality for work flow specific Call Logs within a Purchased Product
  • An overview screen for all Product's Owned for easy viewing of key information from a customer or reseller's account

Tradepoint is sold through a Reseller network. Click here to find a Reseller closest to you.

To read more about more features Tradepoint Enterprise can offer your business click here.


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