How do I check a customer's purchase history from the Point of Sale?
Sometimes you will need to look up a customer's purchase history. For example, a customer may ask you to look up a product they purchased in the past so they can purchase it again, or they may ask you when they bought a product to see if it is still under warranty.
- Open your POS, and navigate to the Customers page (Menu > Customers).
- Choose the desired customer for whom you wish to check the details.
- Click the profile icon. The Customer Profile window will appear on your screen.
- This profile has three columns:
- First Column: Displays customer details.
- Second Column: Displays four tabs:
- All Purchase: Displays customer's all purchase history.
- Dues: Displays a list of customer dues.
- Feedbacks: Displays a list of customer feedback. By clicking the plus (+) button on the right bottom side of the screen, you can add customer feedback if the customer provides it.
- Analysis: Displays a graphical report of the customer's purchase.
- Third Column: Displays a summary of customer purchase information.
- Now, click the All Purchases tab. You can see the entire customer purchase history.