Amount Spent Tab


Search customers based on the amount spent at the store regardless of transaction type. For a more refined search based on inventory purchases use the Merchandise tab.

Fields and options are divided into two sections.

Has spent this much:

$ Amount

Includes customers who have spent at least this amount

Exclude House Account

Check this to exclude house accounts from counting towards dollars spent

Date Range

Include customers who have spent this amount during this date range

Couple/Individual

Controls whether amount spent should be calculated individually or as a joined account (couple)

 

Has NOT spent this much:

$ Amount

Includes customers who have not spent at least this amount

Exclude House Account

Check this to exclude house accounts from counting towards dollars spent

Date Range

Include customers who have not spent this amount during this date range

Couple/Individual

Controls whether amount spent should be calculated individually or as a joined account (couple)

 

House Account Activity:

$ Minimum Owed

Include customers who owe this amount or more.

$ Maximum Owed

Include customers who this amount or less.

Last Payment Date Range

Include customers whose last house account payment falls within this date range.

Account

Choose whether to include customers with account, without accounts, or both.

 

Updated on Thu, 25 Jan 2024 by Angela Chiaravalle

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