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How to see a customer's sales history

Setup

  • Retail POS for Mac or PC
  • Retail POS on iPad

Steps

On Mac or PC 

  1. Click Customers
  2. Search for the customer 
  3. Click the customer name to expand
  4. Click View Sales History 
  5. The customer's sales will display with the register the sale was made at 

On iPad 

  1. Open the side menu
  2. Tap Dashboard
  3. Tap Customers
  4. Search for the customer 
  5. Tap the customer name to expand
  6. Tap View Sales History 
  7. The customer's sales will display with the register the sale was made at 

 

 

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