View a Customer's History

View a Customer's History

1. Bring the customer up in Point of Sale.

2. Click the History icon at the bottom of their profile information.


3. Here, sorted by tabs, you will see all purchases, deposits, payments, rentals, and more that this customer has on file.

    • Related Articles

    • Customer Master Data

      This transaction should be used by an FFL to create “Master Data” files for Customers. By creating these Master Data files, Users can be sure that the same Customer information will be recorded in the eBound Book every single time.  **NOTE: Customer ...
    • View a Trip Manifest

      To view a comprehensive list of the customers involved in a trip, their contact information, and their reserved options, go to Trips > Travel > Manage Travel. Search for trip then click the Manifest icon. If you prefer a summary view, click the trips ...
    • Pay a Customer's Previous Balance

      To make a payment toward a previous balance for the current and/or another customer: 1. Click the Pay Account button to view the Pay A/R popup. 2. If it is the current customer’s balance that they are paying, click YES for Pay Now and then select ...
    • Monitor Employee Login History (Date, Time, & Location)

      You can view all login and attempted login history from Office > Back Office Settings > Employee. Click the Login History button in the upper right. All logins (successful and attempted) are tracked with date, time, and IP address and can be filtered ...
    • Track Rental Part Inspection and Service History

      Rental parts have fields where you can manually enter their service date information. Alternately, you can create your store as a customer in Orchid POS then enter your rental inventory under the customer service records. This will add your rental ...