Looking up a customer's purchase history

Pre-requisites: You must have the Allowed to view and edit all customers permission to look up a customer's purchase history.

1.

Look up the customer. Refer to Looking up customers for more information.

2.

Tap Customers | Display History.

3.

On the Purchases tab, review the customer's purchases.

Items that have been purchased by the customer are listed on separate lines. Items that were purchased together in one transaction share the same transaction number (shown in the # column).

A summary of the customer's purchase history displays at the top of the screen. It shows the date of the customer's last purchase, the total number of visits (where they made a purchase), the total of all purchases made at the store, any savings from sales or discounts, and any vouchers they have redeemed.

Tip: Click on the heading of any column to sort the purchases by the column. For example, it might be helpful to sort purchases by Date, by transaction number (#), or by Description.

4.

(Optional) Tap the transaction number to view the purchase receipt in the journal.

Note: You must have the Allowed to review printed Journals permission to view journal entries.

5.

Tap Cancel to exit the Customer screen.