The Activity tab contains data concerning the customer’s transaction history. Notice that spouse/partner activity is included, but highlighted in light blue. Fields and options in the Activity tab include:
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Criteria |
Allows you to narrow the list of transactions listed.
•Merchandise •Repairs •Custom Jobs •Appraisals •Layaway •Special Orders •Postcards •Tender •Store Credit •House Account •Returns •Trade-In •Misc Items •Notifications •Care Plan •Other. |
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All |
Allows you to quickly select all type of criteria. |
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None |
Allows you to quickly clear all types of criteria. |
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Joint Account |
Whether to include just the customer, just the spouse/partner, or both as a couple. |
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See Sale |
For an item listed in the record, it generates a preview of the sales receipt. |
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See Item/Services |
For an item or service listed in the record, it opens the record. |
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Return Item |
For an item listed in the record, it takes you to the Point of Sale window to process its return. |
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Print List |
Generates a hard copy of the activity list. |
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Presets |
Allows you to load or save settings for Criteria. |
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Date |
The date of sale. |
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Sale# |
The transaction ID number. |
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Item #/Service # |
The item ID number or ID number of the service activity. |
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Sold |
Price for which the item sold. |
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Retail |
The original full retail price. |
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Desc |
A description of the item. |
The Activity tab of the Customer window includes a listing of transactions and other activities involving that customer. From here you can work with sales, make returns, and provide information to the customer about his or her accounts.
To work with activities:
1. From the Customer edit window, select the Activity tab.
2. Optionally, filter by criteria; options available vary based on the type of activity. The following sections outline those options.