Viewing Customer Details

View summary customer information in the Customer Search Results screen. View customer details in the Customer Details screen.

Viewing Summary Customer Information

To display the Customer Search Results screen:

  1. On the PAYD Administration main screen, click Profiles.

  2. On the Profiles menu, under the Customers section, click Search.  

A list of all customers appears.

  1. Search for the customer whose details you wish to view.

The customer list contains the following information for each customer in your database. The list is sorted in descending order by Registration Date.

NOTE: Inactive customers cannot be assigned to a sale.

NOTE: If your store is configured to email receipts to customers at the time of sale, the receipt is emailed to this address.

 

To change the list's sort order:

 

To page through the list:

 

Viewing Customer Details

To display a customer record in the Customer Details screen:

  1. Find the customer record by:

OR

  1. On the customer list, click the Customer ID.

The record appears in the Customer Details screen with the General Info tab selected.

Customer details are displayed in six tabs: General Information, Address, Details, Store Credits, Pending Sales and Items Purchased.

 

To view (and edit) customer general information:

NOTE: Inactive customers cannot be assigned to a sale.

TIP: To view details of the sales order in the Order Details view, click the ID link (see Viewing Order Details). To view the customer's order history in the Transactions Management view, click the Sales History button (see The Transactions Management View).

NOTE: If your store is configured to email receipts to customers at the time of sale, the receipt is emailed to this address.

 

To view (and edit) the customer's billing address:

The tab displays the customer's billing address and other contact information, if any is provided.

 

To view (and edit) other customer details:

The tab displays the following optional details.

 

To view the customer's store credits (if any):

The tab displays information about the customer's store credits (if any) including ID, Creation Date, Expiry Date, Amount Issued and Amount Remaining.

If you want to issue new store credit, or add to the customer's store credit balance, refer to Adding Store Credit for more information.

To view the customer's pending sales (if any):

The tab displays information about the customer's pending layaways and invoices (if any) including Order ID, Date, Transaction Type (Layaway/Invoice), Amount Paid and Balance Due.

 

To view items purchased by the customer (if any):

The tab displays information about the items purchased by the customer (if any) including Product Name, Product ID, Attributes, Quantity and Last Sold (date the customer last purchased the item).

 

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