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
• 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.
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.
The Customer Information panel displays the following fields:
• Customer Name, including Prefix and Suffix if specified, 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)
Additional Most Frequent Purchases Information
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 15 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 SKU’s and more than one SKU of the item was purchased.
• SKU Description: Displayed if the item has SKUs.
• Order Number: Provides a link to the Order Summary page for the order.
• Purchase Status: The table does not display order lines that are in a Quote, Suspended, or Purged status.
• Actions: Provides a link to the Item Availability page for the item.
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