Purpose: The following information displays on the Customer Purchase History page.
• Customer Purchase History Tab
• Customer Purchase History Page Title
• Most Frequent Purchases Panel
For more information:
• Customer Purchase History for an overview of the Customer Purchase History page.
• Customer Purchase History Options for step-by-step instructions on the actions you can perform on the Customer Purchase History page.
The first ten positions of the customer’s last name displays in the page tab that contains the Customer Purchase History page. If the customer does not have a last name, the first ten positions of the company name displays as the tab title.
The title and the tab of the Customer Purchase History page contains the following:
• If a customer last name exists, the title of the page displays the customer’s name in first name, last name display.
• If a customer name does not exist, the title of the page displays the customer’s company name.
The Customer Information panel displays the following fields:
• Customer Name and Company Name (unlabeled fields below the Customer Information title)
• Customer Address (unlabeled field below the Customer Name and Company Name)
• Phone Number (unlabeled field below the Customer Address fields): The Phone field displays in Contact Center only if it is selected for display in the Work with Contact Center (WWCC) menu option.
• Email Address (unlabeled field below the Phone field): This is the primary email address for the sold to customer. This field displays only if an email address is defined for the customer.
• Opt-In Status (unlabeled field below the Email Address field): This field displays only if an email address is defined for the customer.
• Share Information with Other Companies
The Most Frequent Purchases panel displays up to five items in the customer’s purchase history that appear in the greatest number of orders, regardless of the ship-to customer on the order or the status of the order line.
The system does not consider the quantity of the item purchased. For example:
• If a customer purchased item 1234 in black, red, and blue and sent 1 of each to 3 different ship-tos, the frequency in which the customer purchased that item is 1.
• If that customer placed a different order for item 1234 in yellow and black, 1 each, the frequency would change to 2.
Items display in this panel in most frequently purchased, most recent order date, ascending item ID sequence.
• Item ID (unlabeled field below the Most Frequent Purchases title)
• Item Description (unlabeled field to the right of the Item ID field)
Select the arrow next to a most frequent purchase item to display additional information about the purchased item.
• Total Orders: This is the total number of orders where the item has been purchased, across ship-tos.
• Ordered Date (Last Ordered Date)
The Purchase History table displays the first 500 items that the customer has previously ordered. For each customer purchase history record, the system displays the following fields.
Note: The Purchase History table does not include items on order lines that are in a Quote, Suspended, or Purged status.
• Item ID: An item ID may display more than once for the same order if more than one item was purchased for a different price or on a different order line, or if the item contains SKUs and more than one SKU of the item was purchased.
• Purchase Status: The table does not display order lines that are in a Quote, Suspended, or Purged status.
Select the arrow next to a purchase history line to display additional information about the purchased item.
• Item Image:
• An i icon displays in the bottom right corner of the image if an item information URL has been defined for the item at the SKU level or item level, allowing you to review item information on the client e-commerce website.
• A generic Image Not Available image displays if the image URL defined for the item is not a valid URL.
• An item image does not display if an image URL is not defined for the item at the SKU or item level.
• Personalization (Special Handling): The Personalization field displays only if personalization has been defined for the item. Also, the Personalization field displays only if it is selected for display in the Work with Contact Center (WWCC) menu option.
The quantities and dates that display for an item are based on the status of the order line:
• If the order line is in an Open status, the following displays:
• Ordered Quantity and Ordered Date.
• Shipped Quantity and Ship Date; however, the shipped quantity is 0 with a blank ship date for an open order line.
• Reserved Quantity; however, the reserved quantity is 0 if the order line is on backorder or if the quantity is included on a printed pick slip.
• Printed Quantity; however, the printed quantity is 0 if a pick slip has not been printed for the item.
Note: If the order line has been assigned to the Order Broker for fulfillment (brokered backorder) or if the customer is picking up the order at a retail location where the inventory is already available (store pickup), the order line is flagged as backordered and has a Printed Quantity here that is equal to the ordered quantity.
• If the order line is in an Error status, an Ordered Date and Ordered Quantity displays.
• If the order line is in a Held status, an Ordered Date and Ordered Quantity displays.
• If the order line is in a Sold-Out status, the following displays:
• Ordered Date and Ordered Quantity.
• If the order line is in an Express Bill status, the following displays:
• Ordered Quantity and Ordered Date.
• Reserved Quantity; however, the reserved quantity is 0 for an express billed order line.
• Printed Quantity; however, the printed quantity is 0 for an express billed order line.
• If the order line is in a Canceled status, the following displays:
• Ordered Quantity and Ordered Date.
• Shipped Quantity and Ship Date; however, the shipped quantity is 0 with a blank ship date for a canceled order line.
• If the order line is in a Closed status, the following displays:
• Ordered Quantity and Ordered Date.
• Shipped Quantity and Ship Date.
• Returned Quantity and Return Date if one or more units on the order line has been returned.