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View a Customer's Activity Report

Last updated 15/05/2019

A customer's buying history can be found easily from the POS, this article explains how.

If you'd like to know more about a customer, you can view an overview of their buying history. To do this:

  1. Search for the customer from the customers box.
  2. Click on the customer to load them 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.