{"id":1466,"date":"2022-04-13T13:53:56","date_gmt":"2022-04-13T13:53:56","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=1466"},"modified":"2023-01-06T12:19:27","modified_gmt":"2023-01-06T12:19:27","slug":"how-to-view-customers-purchase-history","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-view-customers-purchase-history\/","title":{"rendered":"HOW TO VIEW CUSTOMERS PURCHASE HISTORY"},"content":{"rendered":"<ol>\n<li>In the SmartSale window, click on CRM &amp; MARKETING and then click on CLIENT INQUIRY.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1467 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891.png\" alt=\"\" width=\"544\" height=\"392\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891.png 544w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891-200x144.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891-50x36.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891-60x43.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-3-e1649857801891-100x72.png 100w\" sizes=\"auto, (max-width: 544px) 100vw, 544px\" \/><\/a><\/p>\n<ol start=\"2\">\n<li>Click on the first drop-down menu in the left column, select ALL CUSTOMERS.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1468 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747.png\" alt=\"\" width=\"396\" height=\"452\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747.png 396w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747-175x200.png 175w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747-44x50.png 44w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747-53x60.png 53w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-3-e1649857846747-88x100.png 88w\" sizes=\"auto, (max-width: 396px) 100vw, 396px\" \/><\/a><\/p>\n<ol start=\"3\">\n<li>Click on the second drop down menu (Select report type) and choose Purchase History.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1469 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313.png\" alt=\"\" width=\"380\" height=\"452\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313.png 380w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313-168x200.png 168w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313-42x50.png 42w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313-50x60.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-3-e1649857966313-84x100.png 84w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/a><\/p>\n<ol start=\"4\">\n<li>Click on All Customers below the select report type drop down menu to generate the report.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1470\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3.png\" alt=\"\" width=\"367\" height=\"53\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3.png 367w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3-200x29.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3-50x7.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3-60x9.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-3-100x14.png 100w\" sizes=\"auto, (max-width: 367px) 100vw, 367px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>5.\u00a0 In the date section on the top right corner you can adjust the date to a preferred or suitable timeframe<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1889\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222.png\" alt=\"\" width=\"421\" height=\"103\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222.png 421w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222-200x49.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222-50x12.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222-60x15.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/222222222222222-100x24.png 100w\" sizes=\"auto, (max-width: 421px) 100vw, 421px\" \/><\/a><\/p>\n<p>6. Sample report generated<a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1890\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111.png\" alt=\"\" width=\"826\" height=\"276\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111.png 826w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-600x200.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-200x67.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-768x257.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-50x17.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-60x20.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/111111111111111-100x33.png 100w\" sizes=\"auto, (max-width: 826px) 100vw, 826px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"How to View Purchase History\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/wpZeLLVWQsc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the SmartSale window, click on CRM &amp; MARKETING and then click on CLIENT INQUIRY. Click on the first drop-down menu in the left column, select ALL CUSTOMERS. Click on the second drop down menu (Select report type) and choose Purchase History. Click on All Customers below the select report&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[98],"class_list":["post-1466","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-ccustomers-purchase-history"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1466","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=1466"}],"version-history":[{"count":4,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1466\/revisions"}],"predecessor-version":[{"id":1892,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1466\/revisions\/1892"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=1466"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=1466"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=1466"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}