Customer Purchase History

Customer Purchase History

New to Retailer 2604.1, the Customer Purchase History screen shows products previously purchased by a customer. It can also be used to add previous items to the current sale/quote for purchasing again.
The Customer Purchase History screen can be used:
  1. To quickly check a Customers recent purchases and preview receipts.
  2. View the value of a Customers recent purchases before offering a discount.
  3. Price Match with your previous price if a customer purchases again.
  4. Improve Customer Checkout Experience by asking about their previous purchase.
  5. Allow a Customer to quickly reorder products again

How to Open Customer Purchase History

Point of Sale

After linking a customer to the current sale in POS:
  1. Click the Customer Name in the top left corner
  2. On the keyboard, press CTRL + ALT + X.
  3. Customer Purchase History can be added as a POS Button shortcut.

Customer Screen

  1. Below the Customers Transaction List, click the 'Purchase History' button

Quote and Invoice Management

  1. At the Quote or Proforma Status, click the 'Purchase History' button
  2. At the Quote or Proforma Status, click the Cust. Name box

Settings

  1. From the Customer Purchase History screen, click the Settings button in the top right
  2. Month Range: How many months of data to load when opening the Customer Purchase History screen, default is 6 months.
    1. Decrease this value to speed up opening Customer Purchase History screen.
    2. This value is saved per terminal
  3. Grid Data Row Height: Adjust the amount of space between rows in Customer Purchase History list, default is 27.
    1. This can improve readability and make the screen easier to use with Touch Screens.
  4. Click Save or Cancel.

Using Customer Purchase History

Search and Filter Options

  1. Adjust the From and To Date ranges to load customer purchase history for the date range. Click 'Search Dates' to update the screen with the new selected date range.
  2. The 'Enter text to search' box can be used to search purchase history by Sale Stamp, Order Number, Sale Type, Barcode, Supplier Stock Code (SSC) or Product Description.
  3. Click Clear Filter to reset filters and date range.
  4. Click the Toggles next to the Sale Types to filter the list to certain transaction types:
    1. Sale
    2. Invoice
    3. Layby
    4. Invoice Credit
    5. Quote
    6. Proforma

Available Columns

The Customer Purchase History grid has the following columns:
  1. Add: Tick items to add to the current sale or quote using the Buy Again button.
  2. Date: Date item was purchased or Quoted.
  3. Time: Time item was purchased.
  4. Sale Stamp: Reference of the Sale or Quote product appears in.
  5. Ord #: Order number of Sale, Quote or Invoice.
  6. Type: Sale Type product appears in. Eg Sale, Quote, Proforma, Invoice, Invoice Credit, Layby
  7. Barcode: Barcode of the product.
  8. SSC: Supplier Stock Code of the product.
    1. Hover your mouse over the SSC to see the Preferred Supplier of the product.
  9. Product Description: Description of the product.
    1. Hover your mouse over the Description to see the Current Quantity on Hand of the product.
  10. Qty: Quantity of the product purchased or Quoted.
  11. Unit Price: The Unit Price of the product from the sale or quote, including any discount applied.
    1. Any Unit Price below the current Retail Price will be highlighted with a Red Arrow ▲
    2. Any Unit Price above the current Retail Price will be highlighted with a Green Arrow ▼
    3. Hover your mouse over the Unit Price to view Gross Profit details.
  12. Total: The Total Price of the product from the Sale or Quote.
  13. Serial #: If a Serial Number was allocated to the product in the sale, it will appear here.
    1. If multiple items purchased with serial numbers, hover your mouse over the Serial Number to see all allocated Serial Numbers
  14. Web Sale: A tick will appear if the sale came from a linked ECommerce website or was performed in Roam.
    1. Hover your mouse over the tick to see the source of the sale.

Totals

The bottom of the Customer Purchase History screen has totals for the selected date range:
  1. Number of Transactions
  2. Total Value of Transactions
  3. Total Qty of Products Sold
  4. Number of Quotes
  5. Number of Proformas

Actions

The following actions are available in the Customer Purchase History screen:
  1. Buy Again: Add the products with 'Add' column ticked to the POS Screen or Quote and Invoice Management (depending where Customer Purchase History screen was opened from)
  2. View Receipt: Preview the receipt for the highlighted product. Receipt can be printed from the Preview screen.
  3. Print History: Print the current Customer Purchase History grid or save as PDF.
  4. Export: Export the current Customer Purchase History grid to Excel or CSV file.
  5. View Customer: Open the Customer Screen for the current customer.
  6. View All Transactions: Open the Previous Sales screen for the current customer and date range.

Buy Again

The Buy Again option allows products to be quickly added to POS or Quote and Invoice Management for repurchase by the Customer.
  1. From the Customer Purchase History screen, tick the 'Add' column for the item(s) you wish to Buy Again.
  2. Click 'Buy Again' in the bottom left corner.
  3. If the Current Retail Price is different to Unit Price from the previous sale, you will be prompted to select a price to use:
    1. Use Current Retail/Catalogue Prices: items are added at the current price. Any Catalogue Discounts will also be applied.
    2. Use Previous Prices (as discounts): items are added at current price and discounted to the previous price
    3. Let me choose for each item: Shows a list of each item. Tick 'Use Old Price' to use the Previous Price for this item. Otherwise the Current Price applies.
    4. Cancel: Return to the Customer Purchase History screen
  4. The items are then added to POS or Quote and Invoice Management.

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