Is there any way to view a customer's item purchases without running a report?

momof2girlies4 — Tue, 16 Jun 2020 15:49:00 GMT

I'm trying to convert from an OLD system and I'm considering Square POS. After I import our inventory items and customers into Square, would there be a way to import a particular customer's item purchase history into their profile somehow? If not, once they start accumulating sales will there be a way to pull up their item sales history on the spot during a sale? Like if I'm at a customer's location and they want to purchase X, can I look in their account to see how much they paid for X for last time they bought it without having to pull up each transaction in their history looking for X?

Re: Is there any way to view a customer's item purchases without running a report?

sayra — Wed, 17 Jun 2020 15:41:39 GMT

Hello @momof2girlies4.

Happy to hear that you are considering Square for your new POS system. With Square you can create a Customer Directory profile that will allow you to go back and look at their purchase history. However, your current customer item purchase history will not migrate.

Let me know if you have any other questions.

thread Is there any way to view a customer's item purchases without running a report? in Archived Discussions (Read Only)

Is there any way to view a customer's item purchases without running a report?

Re: Is there any way to view a customer's item purchases without running a report?