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Customer Purchase History List

Overview: Use the Purchase History tab at the Customer page to review the items sold to the customer or returned by the customer. This information is provided by Customer Engagement, and the Purchase History tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT.

How to display: Select the Purchase History option on the Customer page.

For more information:

Customer Purchase History List Options

Purpose: Here you can review order information sent from Customer Engagement. This tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT. You can perform the following actions at the Customer Purchase History List page.

For more information:

Review Items Sold to or Returned by the Customer

Select the Purchase History tab to advance to the Customer Purchase History List, where you can review order information sent from Customer Engagement. This tab is available only if the ORCE Customer Integration (L37) system control value is set to INTERACT.

Review Frequently Purchased Items

Click Frequent Purchases in the Customer Information Panel to open the Frequently Purchased Items Panel that list items in the customer’s purchase history that appear in the greatest number of orders for that customer.

Display Item Information

Click a displayed item to open the Item Information Link for the item. The item code is a link only if item information has been defined for the item. Note that the item information icon is not displayed.

Return to the Order List Results

Select the Orders tab to return to the Customer Purchase History List.

Fields on Customer Purchase History List

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

For more information:

Lifetime to Date Totals Fields

Currency code: From the Base System Currency defined in Customer Engagement. In parentheses next to the Lifetime to Date title.

The following totals are calculated in Customer Engagement based on the Transaction History records for the customer.

Sales:

  • The total Extended Price of all items sold to the customer to date.

  • Number of items: The total number of items sold to the customer to date.

Returns:

  • The total Extended Price of all items returned by the customer to date.

  • Number of items: The total number of items returned by the customer to date.

Net:

  • The total Extended Price minus the total price of Returned Items to date.

  • The total Number of Items minus the number of Returned items to date.

Year to Date Totals Fields

Currency code: From the Base System Currency defined in Customer Engagement. In parentheses next to the Year to Date title.

The following totals are calculated in Customer Engagement based on the Transaction History records for the customer.

Sales:

  • The total Extended Price of all items sold to the customer year to date.

  • Number of items: The total number of items sold to the customer year to date.

Returns:

  • The total Extended Price of all items returned by the customer year to date.

  • Number of items: The total number of items returned by the customer year to date.

Net:

  • The total Extended Price minus the total price of Returned Items year to date.

  • The total Number of Items minus the number of Returned items year to date.

Purchase History Details Table Fields

The Purchase History Details table displays all items that the customer has purchased or returned. This information is from the Transaction History records in Customer Engagement. For each customer purchase history record, the system displays the following fields.

Note:

 The Items table does not include items on open or canceled order lines.

  • Purchase Date: The date when the item was shipped or sold, or when it was returned.

  • Item/SKU: The item/SKU code from Order Administration, if any; otherwise, the item/SKU code passed from Customer Engagement is displayed.

  • Description: The item or SKU code from Order Administration, if any; otherwise, the description is Store Only Product (AB1234), where AB1234 is the item/SKU code passed from Customer Engagement.

  • Quantity: The quantity of the item that was shipped or sold, or the quantity that was returned. The quantity is negative for a return.

  • Extended Price: The quantity of the item that was shipped or sold, or the quantity that was returned, times the single-unit price, as passed from Customer Engagement. When the entry is for a return, the extended price is a negative number.

    If the order uses a different currency, Customer Engagement passes the currency and the exchange rate used, so that the extended price displayed is converted into the default currency using the information passed by Customer Engagement; however, the foreign currency is not indicated next to the Extended Price.

  • Channel: Possible channels are:

    • Call Center: Indicates that the store ID passed from Customer Engagement matches the Default Location for ORCE Integration (K69) system control value and the response from Customer Engagement specifies a channel of CATALOG.

    • Web: Indicates that the store ID passed from Customer Engagement matches the Default Location for ORCE Integration (K69) system control value and the response from Customer Engagement specifies a channel of ECOMM.

    • Store: Indicates that the store ID does not match the criteria for displaying a channel of Call Center Web. Displayed as Store - A1234, where A1234 is the store code.

  • Transaction ID: The number identifying the sale or return in Customer Engagement. When the order exists in Order Administration, this is the invoice number.

  • Order: The Order Administration order number, if any. Note:

    • The order number is blank if the order did not originate in Order Administration and was not fulfilled through Order Administration. For example, the order number is blank if the order originated in Xstore and was fulfilled through Order Orchestration, and not assigned to Order Administration for fulfilling.

    • An order line might be listed twice for the same order if the order originated in Order Administration, was submitted to Order Orchestration for fulfilling location assignment, and then was assigned to Order Administration, creating a fulfilling order for the originating order.

    • If the order number is indicated, it is a link to the Order Summary page.

  • Transaction Type: Set to Sale if the item was shipped or sold; otherwise, set to Return.