The customer purchase history gives you a report detailing sales made to a specific customer in a CSV spreadsheet format. Access this report by going to
Reports > Sales > Customer Purchase History
Running the Report
- Customer – select which Customer to view the report of sales made
- Start Date / End Date – Select the date range for the report
When ready click Download Report
Viewing the Report
A spreadsheet will then download to your computer containing the breakdown of sales made to this customer. This report details:
- Date
- Invoice
- Customer Reference
- Sales Type
- Product
- Quantity
- Rate
- Total
- Description