Difference between revisions of "30. Customer History"
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(Created page with "'''Customer History''' '''Customer History- Do you know how to get a date driven sales history report from within the product card?''' From the '''Main Menu''' select '''Inv...") |
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'''Customer History''' | '''Customer History''' | ||
| − | + | To display a full range of reports relating to this Customers history. | |
| − | |||
| + | '''Customer History- Do you know how to get a date driven sales history report from within the product card?''' | ||
| + | |||
| + | From the '''Main Menu''' | ||
| + | * Select '''Inventory''' | ||
| + | * '''Products Express List''' button | ||
* Double click your selected '''product''' | * Double click your selected '''product''' | ||
* Under the '''Customer History''' tab you can view all of your previous transactions with all of the details included | * Under the '''Customer History''' tab you can view all of your previous transactions with all of the details included | ||
| + | * This screen automatically defaults to the Appointments list for the Customer. | ||
| + | * The choice of reporting options within this screen cover: | ||
| + | 1. Appointments | ||
| + | |||
| + | 2. AR Notes | ||
| + | |||
| + | 3. Calls (If Call Monitoring is activated) | ||
| + | |||
| + | 4. Hired Items, Invoices | ||
| + | |||
| + | 5. Job Profit | ||
| + | |||
| + | 6. Loyalty | ||
| + | |||
| + | 7. Payroll Jobs | ||
| + | |||
| + | 8. Product Sales | ||
| + | |||
| + | 8. Quotes | ||
| + | |||
| + | 9. Sales Orders | ||
| + | |||
| + | 10. Statements | ||
| + | |||
| + | 11. Time-sheet | ||
* On the top right of the '''Customer History''' tab you can search by dates and/or filters | * On the top right of the '''Customer History''' tab you can search by dates and/or filters | ||
* Select any of the transactions you wish to run a sales report on | * Select any of the transactions you wish to run a sales report on | ||
* Click the '''Open''' button at the bottom of the screen and a '''Sales Report''' will appear | * Click the '''Open''' button at the bottom of the screen and a '''Sales Report''' will appear | ||
Latest revision as of 06:57, 30 October 2015
Customer History
To display a full range of reports relating to this Customers history.
Customer History- Do you know how to get a date driven sales history report from within the product card?
From the Main Menu
- Select Inventory
- Products Express List button
- Double click your selected product
- Under the Customer History tab you can view all of your previous transactions with all of the details included
- This screen automatically defaults to the Appointments list for the Customer.
- The choice of reporting options within this screen cover:
1. Appointments
2. AR Notes
3. Calls (If Call Monitoring is activated)
4. Hired Items, Invoices
5. Job Profit
6. Loyalty
7. Payroll Jobs
8. Product Sales
8. Quotes
9. Sales Orders
10. Statements
11. Time-sheet
- On the top right of the Customer History tab you can search by dates and/or filters
- Select any of the transactions you wish to run a sales report on
- Click the Open button at the bottom of the screen and a Sales Report will appear
