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Viewing a Customer's Sales History in the POS App

  1. Tap More functions > Customer Lookup on the Home screen to display the Customer Lookup screen.

  2. Enter all or part of the customer's Name in the Search bar.

User-added image

 

User-added image

You can also type in part of a phone number or email address.

  1. Scroll through the list of matching results and tap the customer you're looking for to view the customer's details.

User-added image

 

  1. At the bottom of the screen, you will see the Sales History section.

  2. Tap Recent sales to view the customer's recent sales activity, including the items the customer purchased.

  3. Tap Monthly history to view the customer's monthly sale history, including the ticket count and average ticket amount.  Tap User-added image to view the items the customer purchased in the selected month.

Keywords: sales history, recent sales, customer records, customer information

Customer Support Article

Viewing a Customer's Sales History in the POS App

  • January 5, 2015
  • ·
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Summary

This article shows you how to view a customer's sales history in the POS app.

Description

Viewing a Customer's Sales History in the POS App

  1. Tap More functions > Customer Lookup on the Home screen to display the Customer Lookup screen.

  2. Enter all or part of the customer's Name in the Search bar.

User-added image

 

User-added image

You can also type in part of a phone number or email address.

  1. Scroll through the list of matching results and tap the customer you're looking for to view the customer's details.

User-added image

 

  1. At the bottom of the screen, you will see the Sales History section.

  2. Tap Recent sales to view the customer's recent sales activity, including the items the customer purchased.

  3. Tap Monthly history to view the customer's monthly sale history, including the ticket count and average ticket amount.  Tap User-added image to view the items the customer purchased in the selected month.

Keywords: sales history, recent sales, customer records, customer information

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