View Customer Purchase History

Locate a Customer Record | Merge Customer Records

Basic

Customer history reports allow you to view summarized statistical data for customer purchases and returns, as well as a list of all receipts and all non-deleted customer orders made for the customer. You can expand the documents included in the report to view item detail or QuickZoom to view the associated documents.

To view a customers history report:

1. Access the customer history in one of these ways:

- In your customer list, select the customer and click Details.

- List the customer on a sales receipt or customer order and then click the View/Edit button to open the customer record.

A list of transactions for the customer is summarized in the History section of the customer details.

With customer history displayed, you can click a transaction in the list to open it for review.

Notes:

- If you came to the Customer History window from a sales receipt (or customer order), you can't open a receipt from sales history. (Only one instance of a document type can be opened at a time).

- (Pro) If you delete customer orders once they are filled, the deleted orders are no longer displayed on the Customer History window. However, the sale of the merchandise on deleted customer orders is reflected in the history.

- (Pro) Customer history at remote stores reflects only the documents made at the local store. Headquarters sees completed sales at all stores, but not pending customer orders made at remotes.