Customer Ratings
View Customer Purchase History
Basic
Customer ratings provide a graphical ranking of your customers based on profit realized or total dollar sales volume over a specified time period.
Turning on Customer Ratings
You can turn on/off customer ratings and specify the performance criteria and time period on the Ratings & Trends page of company preferences. Only the Server Workstation can change the ratings preferences.
Ratings are displayed in the Statistics section of the customer form. In addition to the graphical rating, other statistics are provided for the customer, such as the last sale date and total sales, returns, and discount amounts. You can customize your customer list columns to view the graphical ratings directly in the list.
About Customer Ratings
Customer ratings use a familiar five star system, reflecting the performance of the customer over the specified time period. Each star represents 20% of the range between the highest and lowest values for your customers.
For example, if ranking by sales volume and the range of customer purchases for the period is from $1 to $100, customers buying from $1 and $20 would receive 1 star, buying $21-40 is rated two stars, etc., up to a five-star rating for purchases of $81-100. In theory, all of your customers could be five-star performers.
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Rating |
Description |
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5 Stars (81st - 100th percentile) |
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4 Stars (61st - 80th percentile) |
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3 Stars (41st - 60th percentile) |
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2 Stars (21st - 40th percentile) |
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1 Star (0 - 20th percentile) |
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0 Stars (No purchase this period) |
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No purchase ever |
Notes:
The rating period can be set from 1 to 999 days.
Ratings are updated at least once a day (on program startup or automatically between 1 am and 5 am if your computer is left running). Ratings are not updated real-time with the current days.
The ability to view customer ratings can be controlled by a security right.
(Pro) Ratings are calculated at Headquarters only and reflect sales at all stores. They are sent to remote stores where they can be viewed.
