Editing Customer Details and Viewing Sales History

It is possible to edit a customer's profile after it has been saved, and to view a customer's sales history.

NOTE: You can also edit the customer profile in PAYD Administration, which provides you with additional fields so that you can capture more information to provide a more complete customer profile. See Editing Customer Details for more information.

Editing Customer Details

There are certain items within a customer profile that can be changed within the Mobile App including:

Follow the instructions below to edit a customer's profile:

  1. Search for the customer you wish to edit.

  2. Once you locate the customer, slide their name from right to left to reveal the ellipsis button (Three white dots on a teal button.).

  1. Tap the ellipsis button.

The customer's profile loads into the right pane.

  1. Tap Edit at the top of the right pane.

  1. Edit the customer's profile as necessary.

  2. Once you have finished making changes, tap Done at the top of the right pane to save your work.

 

Viewing Customer Sales History

To view a customer's sales history, follow the instructions below.

  1. Search for the customer you wish to edit.

  2. Once you locate the customer, slide their name from right to left to reveal the ellipsis button (Three white dots on a teal button.).

  1.  
  1. Tap the ellipsis button.

The customer's profile loads into the right pane.

  1. Tap History at the top of the right pane.

The customer's sales history appears in the right pane.

 

The Purchases tab shows the following items:

       Receipt number and transaction type

       Payment method

       Status (Completed or Voided)

       Total amount

       Transaction Date.

The Products tab shows:

       The product's name

       The product's ID

       Any attributes assigned to the product

       The retail price paid

       The total quantity bought (Qty Sold)

The Store Credit tab shows:

       The store credit ID

       Date the credit was issued

       The amount of the credit

       The remaining amount of the credit

       It also provides the ability to add a store credit to the customer profile.

 

Related Topics

The Customer Management View (In-Store)

Searching Customers (Mobile)

Searching Customers (In-Store)

Editing Customer Details (In-Store)

Entering Optional Customer Information (In-Store)

Manually Adding Store Credit