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.

  1. Open your POS, and navigate to the Customers page (Menu > Customers).
    Desktop POS main menu with Customers tab highlighted
  2. Choose the desired customer for whom you wish to check the details.
  3. Click the profile icon. The Customer Profile window will appear on your screen.
    Customer profile icon highlighted in Desktop POS
  4. This profile has three columns:
    • First Column: Displays customer details.
    • Second Column: Displays four tabs:
      • All Purchase: Displays customer's all purchase history.
        All Purchase tab in customer profile
      • 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.
  5. Now, click the All Purchases tab. You can see the entire customer purchase history.

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