Retail Back Office: Customer Preference Report

Navigation: Sign into the Back Office for your Retail Store, then select Reports > Customer Preference.
            

Customer Preference

Displays Customer Ordering Activity. Filter by Employee, Settings, and Time Period then click Apply.

1. Employee: Select an Employee’s name (of the list of employees who set the till) from the dropdown (or All).
   
1. You can Search to find the employee more quickly.
   
   
2. Include Settings: Select Category, Subcategory, Serving Size, or All.
   

Customer Preference Table

When Apply is clicked, the below columns are displayed:

1. Items: The item’s category, subcategory and serving size.
   
2. Quantity: Sub headers for amounts Sold (quantity), Void (quantity), Total (Sold Quantity + Void Quantity), Group % and Total %.
   
3. Amount: Sub headers of the amounts Sold (in currency), Void (in currency), Total (Sold Amount + Void Amount), Group % (Item Total / Group Total) and Total % (Item Total / Grand Total [at the very bottom]).
   
4. The overall Total appears for the Quantity and Amount of each Category, Sub-Category and Serving Size.
   
   

1. The Grand Total appears at the very bottom of the table for all columns.
   

1. Note: The organization of the table will be broken down by the Items column depending upon the Include Settings selections:
   
   
1. Example: When Select All (Category, Sub Category and Serving Size) is selected
   
   
   
   
2. Example: When just Category is selected
   
   
   
   
3. Example: When Sub Category and Serving Size are selected
   
   

• Related Articles

• Retail Back Office: Exchange Reports

  Navigation: Log in to the Back Office for your Retail Store, then select Reports > Exchange The Exchange Report page that appears will display Today's data by default, but you can select a Time Period from the dropdown and select any Date(s) if ...

• Retail Back Office: User Management - Roles

  Navigation: Sign into the Back Office for your Retail Store, then select User Management > Roles The Roles page appears, which displays a table of the currently existing Roles within this Retail Store, with the following columns: Create a New Role or ...

• 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.). Select the Customer from the ...

• Retail Back Office: Discounts Report

  Navigation: Sign into the Back Office for your Retail Store. Select Reports > Discount Sales Created By Window – For certain reports, when a Sales Created By value is clicked, a new window opens: Upon clicking the Sale Created By employee, it routes ...

• 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 ...