Is there a way that I can view what items a customer has purchased all in a list or in one place?

Beth78 — Sat, 09 Jul 2022 14:50:22 GMT

Is there a way that I can view a customer and see all the items that they have purchased all in one place? I know I can click on each transaction but I need in where I can possibly print it out to track their purchases. Thank you.

Re: Is there a way that I can view what items a customer has purchased all in a list or in one place

TheRealChipA — Sat, 09 Jul 2022 17:13:06 GMT

@Beth78 Yes, there is! Here are the steps:

Go to your online dashboard
Transactions
Pick your desired date range (red circle in first screen shot below)
Where the blue circle is in the first screen shot, click on Card #. There will be a drop down list from which you can select customer.
Enter the last name or more of the customer and press enter.
You’ll get a list of all transactions, like the one shown in my second screen shot below.

You can also export a couple of CSVs to mess with in a spreadsheet, if you want.

I hope that helps!

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Is there a way that I can view what items a customer has purchased all in a list or in one place?

Re: Is there a way that I can view what items a customer has purchased all in a list or in one place