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How do I quickly get a customer sales history?
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    How do I quickly get a customer sales history?

    by RetailEdge Moderator » Thu Jun 04, 2009 10:41 am

    The RetailEdge Customer manager will quickly give you information about a customers sales, items sold, saved sales (quotes), house charges, layaways, open orders (deposits/work orders) and activity history. You can see all of this information live.

    Sometimes as the customer's history gets large it is harder to see all of the sales activity quickly at once. To do this you can press the Purchases button on the Items tab. This will display a summary report for the customer summarizing their purchases. One thing to also note is when you press the Purchases button, the report filter screen will be displayed with a date range that includes all sales for the customer. This makes for an easy way to quickly see when the customer first purchased items and when they last purchased.
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