Customers Spent X Amount on Y Number of Items


Steps for Pulling Customer List

  1. In your Edge, navigate to Customers > Find - to bring up the Customer Filter.
  2. From here, click the Results tab & select who should be on your list (Female or Male only, Primary contact, Couple, etc.)
  3. Click next on the Merchandise tab.
  • In the box "Has Purchased at Least this Merchandise":
         - Enter the number of items you would like the customer to have purchased in your store (ex. 1 item).
       - Select the date range for your search in the Date Range drop down field.
  • In the Item Filter drop down: 
        - Enter the dollar amount you would like your customers to have spent in Price Range: Min (ex. $500).
        - Click on the Type & Status tab > Check all pricing methods and inventory types to include.
   
      4. Once all desired criteria has been selected, click OK to produce your Customer List. 
Updated on Mon, 26 Jul 2021 by Angela Chiaravalle

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