# Quotation system: client purchase-history chart on phone number

- Source-Date (SAST): 2024-11-07 20:18
- From/To: Eric → sales
- Dest: IA
- Review-after: 2027-08-31
- Status: current
- Source: company email (Archives/Internal Affairs), 2024-11-07

## Facts

- Enter the client phone number(s) on a quotation and a chart shows that client's purchasing history (click to enlarge).
- Yellow line: accumulated amount for the past 12 months. Blue bars: amount per month, most recent on the right.
- An extra line shows the count of quotations made in each month. Many quotes and little or no buy = treat as a time-waster.
- Phone-number verification was planned as a later add-on so staff can tell a real client number from a dummy.