How To: Searching by Customer Number (02-16)

Overview

In this example, we will perform a transaction search by customer number. You can always narrow the search by specifying a date range, region, store, etc., but here we want to view all purchases the customer has ever made.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Click image to enlarge.

  1. In the ‘Customer # field’ enter a customer number.
    • Click the Search button to the right of the field to look up a customer number.

  1. Click ‘Refresh.’
    • Whenever the search criteria is changed, you must click the ‘Refresh’ button to update the results.

Click image to enlarge.

  1. All transactions for the entered customer appear.
    • Click the More button to show more transactions. This button only appears if there are more transactions to display.
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