Viewing Order History for a Customer
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(Difference between revisions)
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'''To view a customer’s order history:''' | '''To view a customer’s order history:''' | ||
| - | #On the [[FTD Mercury Main Menu]], in the Search area, click Customer and perform a | + | #On the [[FTD Mercury Main Menu]], in the Search area, click Customer and perform a [[Searching for Customers|customer search]]. |
#Double-click on a name in the list to open the [[Customer Detail Information Window|Customer Detail Information window]] already set up for this customer. | #Double-click on a name in the list to open the [[Customer Detail Information Window|Customer Detail Information window]] already set up for this customer. | ||
| - | #Click the Order History tab. | + | #Click the [[Customer Detail Information Window - Order History Tab|Order History]] tab. |
By default, orders from all stores display. To view orders only from a particular store, change the store name in the Store Name field and the screen refreshes automatically. | By default, orders from all stores display. To view orders only from a particular store, change the store name in the Store Name field and the screen refreshes automatically. | ||
| - | To view | + | To view detailed information for any item in the list, double-click on the item or press the Spacebar when the item is highlighted. Click Print Order History to print the list of this customer’s orders. |
Click Escape to close the window. | Click Escape to close the window. | ||
Current revision
FTD Mercury allows you to access a customer’s history of orders, charges, and payments.
To view a customer’s order history:
- On the FTD Mercury Main Menu, in the Search area, click Customer and perform a customer search.
- Double-click on a name in the list to open the Customer Detail Information window already set up for this customer.
- Click the Order History tab.
By default, orders from all stores display. To view orders only from a particular store, change the store name in the Store Name field and the screen refreshes automatically.
To view detailed information for any item in the list, double-click on the item or press the Spacebar when the item is highlighted. Click Print Order History to print the list of this customer’s orders.
Click Escape to close the window.
