View a customer's activity report

View a customer's activity report

Overview

You may view an overview of a customer's purchasing history to learn more about them. This order history is available in the POS.

View the product sales history

  1. Search for the customer from the customer's box at the bottom of the page.

  2. Select the customer and press the Enter key. This will load customers into the sale (you can cancel the transaction later if you don't intend to continue).

  3. From the text underneath the customer field, click View Product Sales History. The report that opens will show Customer Details, Outstanding Invoices, Past Sales by Month, and Recently Ordered Products.

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