Recording Customer Purchase History:
Go to POS & PAYMENT
Tap on CUSTOMER located in the red box on the right-hand side of the page
Search for customer by entering the phone number or name
Tap SEARCH and customer name will be reflected
Tap on CONFIRM
The customer's name will be reflected in the red box at the right-hand corner of the Pos & Payment page
Proceed to select a category followed by a product
Tap ADD & CLOSE to save product into cart
Tap PAY to proceed to the payment page
Select a payment method and tap CONFIRM
Select BACK TO POS
Tap on the triangle button on the bottom-left of the POS
Select Customer Management
Enter the name, number or email of the customer you want to search into the search bar
Tap on the search icon at the right-hand side of the search bar
The customer's name will appear on the left-hand side of the page, tap on it to show the customer details
Under purchase history, you will be able to see the purchases made by the customer
Here's a step-by-step video guide:
Related Articles: