The Activity tab contains data concerning the customer’s transaction history. Notice that spouse/partner activity is included, but highlighted in light blue.
Fields and options in the Activity tab include:
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Criteria
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Allows you to narrow the list of transactions listed.
•Merchandise
•Repairs
•Custom Jobs
•Appraisals
•Layaway
•Special Orders
•Postcards
•Tender
•Store Credit
•House Account
•Returns
•Trade-In
•Misc Items
•Notifications
•Care Plan
•Other.
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All
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Allows you to quickly select all type of criteria.
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None
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Allows you to quickly clear all types of criteria.
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Joint Account
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Whether to include just the customer, just the spouse/partner, or both as a couple.
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See Sale
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For an item listed in the record, it generates a preview of the sales receipt.
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See Item/Services
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For an item or service listed in the record, it opens the record.
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Return Item
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For an item listed in the record, it takes you to the Point of Sale window to process its return.
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Print List
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Generates a hard copy of the activity list.
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Presets
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Allows you to load or save settings for Criteria.
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Date
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The date of sale.
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Sale#
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The transaction ID number.
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Item #/Service #
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The item ID number or ID number of the service activity.
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Sold
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Price for which the item sold.
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Retail
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The original full retail price.
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Desc
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A description of the item.
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The Activity tab of the Customer window includes a listing of transactions and other activities involving that customer. From here you can work with sales, make returns, and provide information to the customer about his or her accounts.
Working with Activities
- From the Customer edit window, select the Activity tab.
- Optionally, filter by criteria; options available vary based on the type of activity. The following sections outline these options: See Sale, See Item/Service, and Return Item.
See Sale
From the Activity tab of the Customer Edit window, select the transaction or event to be viewed and select See Sale. The receipt for that transaction will appear.
From here, you can use the Supervisor menu to void the sale, change the customer, change the associate, or change the Why In? value.
NOTE: Voiding a sale is not recommended. For record-keeping purposes, it is best to reverse the transaction.
Use the Associates tab to see commission data on the sale.
Use the Inventory tab to see item data.
See Item/Service
To view the details of a sale or service:
- From the Activity tab of the Customer Edit window, select the sale to be viewed.
- Select See Item/Service. The transaction record will appear.
- Depending on the status of the item or service, you may be able to make changes. For sales, you can void the sale or change the Why In? value. For services, you can work with the service as you would at point of sale (POS). However, we recommend reversing a sale rather than voiding it. If the activity is a postcard, editing the record will return the postcard record.
Return Item...
Items are usually returned at POS. But as an alternative, you can return them from the Customer Edit window.
To return an item from the Customer Edit > Activity tab:
- From the Activity tab of the Customer Edit window, select the item to be returned and select Return item…. The Returned Item window will appear with the Point of Sale (POS) window.
- Verify the customer’s ID and click OK to accept the return. The Point of Sale (POS) window will populate the return data as needed.
- Process the return as normal.
- Click OK/Save & Close.