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The Orders & Transactions tab of the View Customers screen provides a history of the customer's purchases. It also allows the user to create a new order for the currently viewed customer, or open the Orders screen to view one of the customer's existing orders. Recency, Frequency and Monetary (RFM) data is also available at this tab.
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Figure 1: View Customers screen - Orders & Transactions tab
click this button to see a list of the customer' previous orders as well as a summary of data regarding the last date they made a purchase, how many times they made a purchase in a specific time period and the monetary value of those purchases
refer to Knowledge Base topic, RFM Data, for more information
click this button to create a new order for the current customer
the Current Customer Info & Options screen will open first, and then the Manual Orders screen will appear
Created: 6/24/11
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