Here is a guide to the side panels shown on the Invoice and Sales Order Management screen: Customer Details, Customer Statistics, Product Details, and Product Sales History.
On both the Sales Order Management screen and the Invoice Management screen, there is a side panel on the right showing you customer, product, and other historical data relevant to whatever S/O or invoice you're looking at. This panel is the same on the S/O screen as it is when you're viewing an invoice. Here is a breakdown of its contents:
Details
Customer Details
This gives you a snapshot view of the customer associated with the S/O or invoice: their contact details, how many open S/Os, outstanding invoices, and open returns they have, their term agreement, etc.
Customer Statistics
Click Hide to collapse the Customer Details section. Customer Statistics shows you how much this customer owes you, how much they've bought and paid for in the past, and their available credits (credit memos and prepayments).
It also includes customer Aging data.
Product Details
Click Hide to collapse the Customer Statistics section. For information to appear in the Product Details section, you must click on any line in the Lines tab of the S/O or invoice. Then you will see high-level product details as well as how much of that item you have on hand, on open S/O, on open P/O, available to sell (ATS), and so on.
Product Sales
Product Sales shows you a list of all past invoices including that SKU, the date, the unit price, and how many of the item was shipped.
