Retail Back Office: Customer Item History Report

Navigation: Log into the Back Office for your Retail Store, then select Reports > Customer Item History

     

The Customer Item History report page displays a Customer's full Item Sales history (including Void, Refund, etc.).

1. Select the Customer from the dropdown.
   
2. Select the Time Period, then click Apply.
   
   
   
3. The below containing the following columns is populated:
   
   
1. Date – The business date of the sale.
   
2. Receipt Number – The Receipt Number.
   
3. SKU/Barcode – The SKU/Barcode.
   
4. Description – The item details of the Customer's sale (Retail Item, Void, Store Credit (Redeem and Balance), Gift Card (Redeem and Balance), Refund, Open Item.
   
5. Quantity - The quantity of the sale. If it is scale item, then the measure type should be displayed.
   
6. Net Sale – Displays the price of the Retail item.
   
1. If the Retail item has inclusive tax then it will be included.
   
2. Price (net sale) and Discount is calculated for an item, and it will be multiplied by Quantity in order to match the Total.
   
7. Discount – Displays any discount on the Retail Item.
   
8. Total – Displays the value of the formula = (Quantity x Net Sale) - Discount.
   
9. The Totals row appears at the bottom as the sum of the Total column
   

• Related Articles

• Retail Back Office: Item Sale History Report

  Navigation: Log into the Back Office for your Retail Store, then select Reports > Item Sale History The Customer Item History report page includes all individual item sale details for the selected Time Period. Select the Item Name. You can Search for ...

• Retail Back Office: Enterprise - Reports

  Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Select Enterprise Reports, and the dropdown contains options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

• Retail Back Office: Admin - Accounts

  Navigation: Log in BO Admin then select Accounts > Accounts The Accounts page is broken down into the following tabs: Account Stores Account The Accounts tab displays the total number of Accounts, along with a table containing rows representing each ...

• Back Office: Enterprise - Reports

  Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Then click Enterprise Reports. Under Enterprise Reports are options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

• Build Version 2.1.22 - Inventory Release

  Back office: Inventory Enhancements: Inventory Phase 2: Inventory subcategory is included as like in Products/Items. Subcategory filter option is included in Inventory reports. Default filter option “Adjust Inventory” is added in Adjust Inventory ...