68 lines
3.7 KiB
HTML
68 lines
3.7 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Customers">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>View Customer Purchase History</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">View Customer Purchase History</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Locate a Customer Record</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="cust_mergeduplicates.htm">Merge Customer Records</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
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</div>
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<p class="Help-Text">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.</p>
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<p class="Help-Info-Line">To view a customers history report:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Access the customer history in one of these ways:</p>
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</li>
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</ol>
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<ul style="list-style: disc;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">In your customer list, select the customer and click <span class="hcp1">Details</span><span>.</span></p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">List the customer on a sales receipt or customer order and then click the <span class="hcp1">View/Edit</span> button to open the customer record.</p>
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</li>
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</ul>
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<p class="Help-Nested-List" style="text-align: center;"><img alt="" src="../image/cust_edit_on_doc.gif" style="border: none;" border="0"></p>
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<p class="Help-Indent">A list of transactions for the customer is summarized in the History section of the customer details.</p>
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<p class="Help-Indent" style="text-align: center;">      <img src="../image/customer_history.gif" alt="image\customer_history.gif" title="image\customer_history.gif" width="182" height="148" border="0"></p>
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<p class="help-text"> </p>
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<p class="Help-Text">With customer history displayed, you can click a transaction in the list to open it for review.</p>
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<p class="Help-Heading-2">Notes:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you came to the Customer History window from a sales receipt (or customer order), you can't open a receipt from sales history. <font style="font-style: italic;">(Only one instance of a document type can be opened at a time)</font>.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(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.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(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.</p>
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</li>
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</ul>
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</body>
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</html>
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