Viewing Customer Statistics
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(Difference between revisions)
(New page: #On the '''FTD Mercury Main Menu''', click '''Customer Search'''. #Perform a customer search for the customer. #Double-click on the customer’s name in the results list. The '''Customer D...) |
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| - | + | Customer statistics consist of sale and house account histories. Information such as a customer’s average sale, current balance, year-to-date sales and sales by occasion type are displayed (for sales processed in the Order Entry, Point of Sale, and Accounts Receivable modules). These statistics provide an overall glimpse of this customer’s buying patterns so you may gear your marketing to those patterns. | |
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| + | '''To access customer statistics:''' | ||
| + | #On the FTD Mercury Main Menu, in the Search area, click Customer. | ||
#Perform a customer search for the customer. | #Perform a customer search for the customer. | ||
| - | #Double-click on the customer’s name in the results list. The | + | #Double-click on the customer’s name in the results list. The [[Customer Detail Information Window|Customer Detail Information window]] opens for this customer. |
| - | #Click the | + | #Click the Statistics tab. |
| - | #Once you have finished viewing statistics, click | + | #Once you have finished viewing statistics, click Escape to close the window. |
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| - | + | <hr> | |
| + | [[Customer Management|Back to Customer Management]] | ||
Current revision
Customer statistics consist of sale and house account histories. Information such as a customer’s average sale, current balance, year-to-date sales and sales by occasion type are displayed (for sales processed in the Order Entry, Point of Sale, and Accounts Receivable modules). These statistics provide an overall glimpse of this customer’s buying patterns so you may gear your marketing to those patterns.
To access customer statistics:
- On the FTD Mercury Main Menu, in the Search area, click Customer.
- Perform a customer search for the customer.
- Double-click on the customer’s name in the results list. The Customer Detail Information window opens for this customer.
- Click the Statistics tab.
- Once you have finished viewing statistics, click Escape to close the window.
