Tip #130 – Customer Order and Purchasing History


Tip #130
Customer Order and Purchasing History

OK, so now you know how to display a particular customer’s recipient history.
But what if you want to know the customer’s purchasing history?  In other words, you want to find out what items the customer purchases when he or she places an order.
Or perhaps you want to know what the customer has sent to a particular recipient on previous orders.

Suppose you are taking an order from one of your better customers.  Someone who orders often and to several different recipients.  They are sending this order to someone they’ve sent flowers before.
Now you get to the items sold screen and he or she asks you “I want to send her something different.  What did I send her the last time I ordered flowers from you?”

What would you say to them?  Do you have that information at your fingertips?

Well, you do but you probably do not know how to access it.  Let me show you how…

First let me start by telling you that for these feature to work, you must use item codes.  Items sold that do not have an item code are ignored.  In other words, if then you sell an arrangement you leave the item code blank and just time arrangement in the description field, flowerSoft will ignore that line when saving the information.
So get used to using item codes, you’ll be amazed at how many more reports and features you’ll have access to if you use them.

OK, so you now get to the point of entering the recipient’s name.  As we learned on the previous post, you can hit the F4 key to get a list of all the names this customer has sent flowers to.
So let’s select Jennifer Allee from that list.

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flowerSoft brings in Jennifer’s information and asks you to verify that she is still at that address.
Once you do so and continue with the order, you will get to the items sold screen.
Notice that at the bottom of the screen shot below there is a prompt tha reads F8-Order/Purchasing History.

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What does this mean, Ordering/Purchasing History?
Ordering History refers to the orders a customer has placed with you.
Purchasing History refers to the items a customer has purchased in those orders he or she has placed with you.

When you hit F8, flowerSoft will present you with the following choices…

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Lets hit O to see a list of all the orders this customer has placed with you.
Notice that at the bottom of the screen there is a prompt that shows you how to display the orders for only the current recipient.

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So here you have the list of all of the orders (may not be all visible at one time) the customer has placed with you sorted in date order, starting with the most recent one.
The list will only display the 6 most recent orders at one time but hitting page down will show the next group of 6, always in delivery date order.
Let’s hit R to see only the order(s) placed for delivery to Jennifer Alleee.

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So now we are only seeing the one order this customer has sent Jennifer Allee but notice that is you hit R again, you will tell flowerSoft to display all the orders placed by this customer again.

To just view the previous order sent to Jennifer, we can use the V-View Highlighted option but if we want to copy the previous order into the current one, we must hiit the key.

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The screen shot above shows you what happens if you just want to view the order.  flowerSoft displays it and does not get you any other choice but to hit <Enter> to continue.

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However, if you select to copy the order into the current one, flowerSoft will oblige and place you on the first screen so that you can re-enter the initials and change the delivery date.

Now lets see that happens when we select P-Purchasing History instead of O-Order History.

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As I said before, Purchasing History refers to the different items the customer has purchased through the different orders he or she has placed with you.
Please note that if the customer has placed 100 orders with you and the item sold is always coded as ARR, then there will only be one item on the list and it will be the most recent one.
If you did not use the item code field in any of the orders, then there will be no items on the list.

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As with the Order History, flowerSoft can only display 6 item codes at one time.  They are sorted alphabetically.
As shown below, hitting <Page Down> will display the balance of the item codes if there are more than six.

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A warning…

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As you can see, one of the prompts at the bottom of the screen tells you that you can hit C to show only the item(s) sent to Jenniffer Allee.
This works sometimes but probably won’t most times if the customer sends lots of orders.  Why?
Because as I mentioned before, flowerSoft only keeps track of the most recent order with a specific item code.
This function is meant to see what items the customer buys from you, not what items the customer sends the recipient.
Since the item code that was used in Jennifer’s previous order was ARR, and the order was placed on February of 2011, chances are the customer sent an arrangement to someone else some time after February of 2011.  So do not depend on that option if you want to see what was sent to Jennifer previously, use the V-View Highlighted option instead.

So there you have it, the Order History and Purchasing History have been explained.  Now is up to you to see if they can help you or your employees be more efficient and sound more professional with your customers.

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