Customers: Orders & Transactions

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Overview

This topic discusses the information and activities accessed through the Orders & Transactions section of the Customers Accordion Menu:

view a customer's orders and transactions
apply a payment against a customer's account balance
print account statements to send to customers
place a new order for the customer

To access this screen go to:

Main Menu Accordion>Manage My Customers>Manage My Customers>Orders & Transactions

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions

Description of the Screen

Apply Payment Button

opens the Apply Payment screen
log a payment made by check, purchase order, etc.

Print Statement Button

opens the Customer Statement Filter screen
select a date range and customers for whom statements are printed

RFM Data & Order History Button

opens the RFM Data screen, which shows detailed recency, frequency and monetary data about the customer

View Order Button

select an order in the list and click this button to see its details at the Process Orders screen

New Order Button

opens Manual Orders to create a new order or the customer

Orders Section

displays a list of the customer's previous orders and their current account balance

Transactions Section

displays a list of the customer's previous transactions and the net total of those transactions

Additional Information

Apply Payment

Customer Statement Filter

Manual Orders

Process Orders

RFM Data

Created: 3/8/12

Revised:

Published: 04/14/16