Retail Back Office: Customers - View an Existing Customer
Navigation: Sign into the Back Office for your Retail Store, then select Customers > Customer Info
- To view a customer’s profile, click their row or click the corresponding three dots ••• then select View Customer Metrics. The Customer Metrics page for the customer appears.
- On the Customer Metrics page: the header row contains the customer’s Name and contact information (Address, Phone, Email, Enroll Date).
- Below the header is a row of icons with data: Number of Visits, Sale Amount (in currency), current amount of Loyalty Points, Loyalty Value (in currency), then the number of times they left Positive and Negative feedback.
- Select the Time Period and fill in any dates as needed, then click Apply.
- Below the data points are tables representing the customer’s:
- Last Month of Sales – Broken down by months of the year. Mouse over a bar representing a Month to show that month’s Net Sales.
- Avg. Daily Spent – Broken down by days of the week. Mouse over a bar representing a Day to show that day’s Net Sales.
- At the bottom of the page is the customer’s Transaction History: Receipt No (Number), Date Created and Receipt Amount. Click a Receipt No to bring up the record of the transaction.
- Below the Last Month Sales and Avg Daily Spent graphs is a copy of the selected Receipt with Receipt [Number] as the header.
- You can email a copy of the receipt to the listed Email Address field by clicking Send Receipt. It is defaulted to the customer's Email Address on file, but another Email Address can be entered if needed at the customer's request.
- Receipt Summary – Contains a breakdown of the Receipt on the Transaction.
- Order Summary – Contains a breakdown of the ticket’s order, including Item and Amount in currency.
- Tax Summary – Contains a breakdown of the Taxes applied to the Transaction.
- Payment Summary – Contains a breakdown of each Payment involved with the Transaction.
- Click < Back to return to the Customer Metrics page.
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