How the Customer Purchase History page Works

The purchase history for any customer can be seen by clicking the button with the dollar symbol in the header of the customer’s record.

When clicked, the user Will see the purchase history dialog.

The user can toggle between week, month, and year to expand or minimize results.

Note: The month view is selected by default.

They can also use the search function at the top of the dialog to get a more focused list.

The date and time of each purchase in the list is shown on the left side.

The session and transaction numbers are shown in the first line of each list item.

These are shown with the following format: session/transaction

The item descriptions are shown on the second line below the session and transaction numbers.

Multiple items are shown if more than one item was sold in a single purchase.

The purchaser is shown to the right of the purchase details.

The payment type is also visible here.

The right side shows the purchase total.

The user can click a purchase from the list, then click the select button at the bottom to view a specific purchase in more detail.

Once a purchase is selected, the user is shown a copy of the sales receipt.