View Customer's Historical Purchases
(Customer Buy History;Customer
Buy History Inquiry)
Access
Tabs: Details, General
Use this inquiry
to view a detailed listing of past (completed and voided) orders for a
selected customer. Additional line item details and a view of the order
entry screens are also available from this inquiry screen.
Note that the data available for
this inquiry is affected by the data retention settings at the Completed
Orders and Customer Retention Months fields in the Point
of Sale Control Settings, meaning that the system can
find only invoices that have not been purged.
This inquiry shows completed orders regardless of Regional
Processing restrictions. That is, when accessing this
inquiry from within the Customer Refund or Exchange processes, all completed
orders display for that customer regardless of selling store location.
If you select a sub-document from a multiple
ship-to order, the program displays its associated
Multi Ship Master document instead.
Orders with no line items (including voided orders) do not appear in the
grid.
Deleted line items do not appear in the grid unless the entire order was
deleted.
Service lines with a Closed Without Completion status as designated in
Status
Code Settings are recognized as closed lines.
CustomerEnter the code of the customer
whose order history you want to view. If you click on the Search
button, the Search
for a Customer (Customer Code Lookup) screen appears, from which you
can choose. Once you select a customer, the customer name
and phone number display.
Details
Document Filter
General
The following fields of information
display on the General tab for the selected customer:
Address 1,
Address 2,
City,
State,
Zip,
Work Phone,
Cell Phone,
Email Address,
Ship From Location,
Reward Points, and
Credit Remarks.
Also shown are the number of sales,
returns, and service orders for this current year, last year and lifetime.