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Orders & Transactions Tab of the View Customers Screen

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Overview

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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Description of the Orders & Transactions Tab of the Customers Screen

Figure 1: View Customers screen - Orders & Transactions tab

RFM Data & Order History Button

View Order Button

New Order Button

This customer's orders (most recent on top) Section

Order #

Web Order #

Source

Date

Total

Balance

This customer's transactions (most recent on top) Section

Date

Description

Amount

Type

 

 

 

Created: 6/24/11

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