Fields on Customer Purchase History

Purpose: The following information displays on the Customer Purchase History page.

         Customer Purchase History Tab

         Customer Purchase History Page Title

         Customer Information Panel

         Most Frequent Purchases Panel

         Purchase History Table

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.

Customer Purchase History Tab

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.

Customer Purchase History Page 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.

Customer Information Panel

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.

         Customer Number

         Active Since

         Purchase Total

         Total Orders

         Item Return Rate

         Customer Class

         Receive Catalog Mailings

         Share Information with Other Companies

Most Frequent Purchases Panel

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)

Additional Most Frequent Purchases Information

Select the arrow next to a most frequent purchase item to display additional information about the purchased item.

         Item Image

         Total Orders: This is the total number of orders where the item has been purchased, across ship-tos.

         Ordered Date (Last Ordered Date)

Purchase History Table

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.

         Ordered Date

         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.

         Item Description

         Unit Price

         Order Number

         Purchase Status: The     table does not display order lines that are in a Quote, Suspended, or Purged status.

Additional Purchased Item Information Fields

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.

         SKU Description

         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.

         Ordered Quantity

         Ordered Date

         Shipped Quantity

         Ship Date

         Returned Quantity

         Return Date

         Reserved Quantity

         Printed Quantity

         Sold-Out Quantity

         Canceled Quantity

Which Item Quantities and Dates Display?

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.

         Sold-Out 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.

         Canceled Quantity.

         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.