{"id":6698,"date":"2021-10-06T14:22:47","date_gmt":"2021-10-06T18:22:47","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=6698"},"modified":"2023-06-14T08:56:25","modified_gmt":"2023-06-14T12:56:25","slug":"view-customer-purchase-history","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/view-customer-purchase-history\/","title":{"rendered":"View Customer Purchase History"},"content":{"rendered":"\n<p>Viewing a customer&#8217;s purchase history comes in handy when they need to <a href=\"https:\/\/certek.com\/kb4\/returning-items\/\">return an item<\/a>, but don&#8217;t have the sales receipt. You can also view an item&#8217;s <a href=\"https:\/\/certek.com\/kb4\/view-item-purchase-history\/\">purchase history<\/a>.<\/p>\n<p>Watch the video or read the instructions below to learn more.<\/p>\n<div style=\"padding: 71.49% 0 0 0; position: relative;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"View Customer Purchase History\" src=\"\/\/player.vimeo.com\/video\/657039825?title=0&amp;amp;byline=0\" width=\"425\" height=\"350\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p>You can access the purchase history from the <a href=\"#from-the-sales-screen\">Sales Screen<\/a> or from the following steps.<\/p>\n<p>1. Head to the &#8220;<strong>Customer Records<\/strong>&#8221; screen by clicking on the &#8220;<strong>Customers<\/strong>&#8221; button.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6700\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44.png\" alt=\"\" width=\"1133\" height=\"807\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44.png 1133w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44-300x214.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44-1024x729.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h14_44-768x547.png 768w\" sizes=\"auto, (max-width: 1133px) 100vw, 1133px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>2. Search for the customer manually, or by using the &#8220;<a href=\"https:\/\/certek.com\/kb4\/using-the-power-search-feature\/\"><strong>Power Search<\/strong><\/a>&#8221; feature. Next, select the customer and click on &#8220;<strong>Edit This Record<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h18_24.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6702\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h18_24.png\" alt=\"\" width=\"968\" height=\"680\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h18_24.png 968w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h18_24-300x211.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_10h18_24-768x540.png 768w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/><\/a><\/p>\n<p>3. Click on the &#8220;<strong>Activity<\/strong>&#8221; tab or press &#8220;<strong>F4<\/strong>&#8221; on your keyboard.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h12_07.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6733\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h12_07.png\" alt=\"\" width=\"670\" height=\"597\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h12_07.png 670w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h12_07-300x267.png 300w\" sizes=\"auto, (max-width: 670px) 100vw, 670px\" \/><\/a><\/p>\n<p>4. Click on &#8220;<strong>Activity Reports<\/strong>&#8221; or press &#8220;<strong>F4<\/strong>&#8221; on your keyboard.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-05_08h47_34.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6626\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-05_08h47_34.png\" alt=\"\" width=\"652\" height=\"599\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-05_08h47_34.png 652w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-05_08h47_34-300x276.png 300w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/a><\/p>\n<p>5. Click on &#8220;<strong>Sales Activity<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h13_44.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14579\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h13_44.png\" alt=\"\" width=\"917\" height=\"735\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h13_44.png 917w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h13_44-300x240.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h13_44-768x616.png 768w\" sizes=\"auto, (max-width: 917px) 100vw, 917px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>6. View the customer&#8217;s transaction summaries or the individual items they purchased.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h14_45.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-14580 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h14_45.png\" alt=\"\" width=\"646\" height=\"232\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h14_45.png 646w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h14_45-300x108.png 300w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/p>\n<p>Example of transaction summary:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14582 size-large\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34-1024x231.png\" alt=\"\" width=\"940\" height=\"212\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34-1024x231.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34-300x68.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34-768x173.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h15_34.png 1371w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/a><\/p>\n<p>Example of individual line items:<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-14583\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41-1024x154.png\" alt=\"\" width=\"940\" height=\"141\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41-1024x154.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41-300x45.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41-768x116.png 768w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41-1536x231.png 1536w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_41.png 1627w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/a><\/p>\n<p>Remember, you can add or remove fields by right-clicking and selecting &#8220;<strong>Configure Columns<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_31.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-14584 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_31.png\" alt=\"\" width=\"676\" height=\"448\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_31.png 676w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2022-05-23_08h16_31-300x199.png 300w\" sizes=\"auto, (max-width: 676px) 100vw, 676px\" \/><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"from-the-sales-screen\">From The Sales Screen<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1. Select &#8220;<strong>Operations<\/strong>.&#8221;<\/p>\n\n\n\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6738\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17.png\" alt=\"\" width=\"1076\" height=\"784\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17.png 1076w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17-300x219.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17-1024x746.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h16_17-768x560.png 768w\" sizes=\"auto, (max-width: 1076px) 100vw, 1076px\" \/><\/a><\/p>\n<p>2. Click on &#8220;<strong>Customer Purchase History<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6740\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40.png\" alt=\"\" width=\"1073\" height=\"779\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40.png 1073w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40-300x218.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40-1024x743.png 1024w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2021\/10\/2021-10-06_12h17_40-768x558.png 768w\" sizes=\"auto, (max-width: 1073px) 100vw, 1073px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Viewing a customer&#8217;s purchase history comes in handy when they need to return an item, but don&#8217;t have the sales receipt. You can also view an item&#8217;s purchase history. Watch the video or read the instructions below to learn more. &nbsp; You can access the purchase history from the Sales&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[306],"ht-kb-tag":[],"class_list":["post-6698","ht_kb","type-ht_kb","status-publish","format-standard","has-post-thumbnail","hentry","ht_kb_category-customer-records"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=6698"}],"version-history":[{"count":12,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6698\/revisions"}],"predecessor-version":[{"id":17999,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/6698\/revisions\/17999"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media\/17998"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=6698"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=6698"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=6698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}