Customer Activity Tab - The Edge

WHAT IT IS

The Customer Activity Tab contains data concerning the customer’s transaction history.

WHAT IT DOES

The Activity Tab of the Customer window includes a listing of transactions and other activities involving that customer. From here it allows you to work with sales, make returns, and provide information to the customer about his or her accounts.
Fields and options in the Activity Tab include:
Criteria: Allows you to narrow the list of transactions listed

Merchandise
Repairs
Custom Jobs
Appraisals
Layaway
Special Orders
Postcards
Tender
Store Credit
House Account
Returns
Trade-In
Misc Items
Notifications
Care Plan
Other

All: Allows you to quickly select all type of criteria.
None: Allows you to quickly clear all types of criteria.
Join Account: Whether to include just the customer, just the spouse/partner, or both as a couple.
See Sale: For an item listed in the record, it generates a preview of the sales receipt.
See Item/Services: For an item listed in the record, it opens the record.
Return Item: For an item listed in the record, it takes you to the POS window to process its return.
Print List: Generates a hard copy of the activity list.
Presets: Allows you to load or save settings for Criteria.
Date: The date of sale.
Sale#: The transaction ID number.
Item#/Service #: The item ID number or ID number of the service activity.
Sold: Price for which item sold.
Retail: The original full retail price.
Desc: Description of the item.

HOW IT WORKS

To view the details of a sale or service:

From the Activity tab of the Customer Edit window, select the sale to be viewed.
Select See Item/Service. The transaction record will appear.
Depending on the status of the item or service, you may be able to make changes. For sales, you can void the sale or change the Why In? value. For services, you can work with the service as you would at point of sale (POS). However, we recommend reversing a sale rather than voiding it. If the activity is a postcard, editing the record will return the postcard record.

EXPAND YOUR EDGE EDUCATION

Ready to see more ways you can work with the Customer Activity Tab? Click the button below to launch the Edge User site and search “Activity Tab” for visuals and more tips. Then continue to empower your business by checking out webinars, articles from The Edge Knowledgebase, and through discussions with fellow Edge users.