Customer Purchase History Reporting

[QMcKay]

@GreatShakesBar

The settings detailed here do not correspond with the settings on the widget editor.

I don’t understand what you are saying.

Show the Settings (not Properties) of your Entity Search Widget. Ensure the Widget setting for the Entity Type is set properly to match the name of your “Customers” Entity Type.

The screenshot in the Tutorial combines Widget Properties and Settings, and the Parameters are not necessarily in the same order in the screenshot as the order in the Widget Settings itself, because the image is created dynamically by reading the DB to speed up creating Tutorials using a tool that I created named “Tutorial Builder Helper” (TBH). There may also be more Settings for a Widget in later versions of SambaPOS than those shown in the image, because certain feature additions may have been made in later versions.

Also, ensure the Entity Screen configuration is set to use the “Customers” Entity Type.

[padthai]

I have import the db but it is not showing any display (no customer history )

Any idea how to fix it
Can you please tell me
In which order I have to input date dd/mm/yyyy or dd-mm-yyyy

[GreatShakesBar]

Ok, so ive redone this just now.

I cheated and did the DB import, put into text wrangler and did a search and replace “customer” for “SquareCard”.

Imported and it seems to work ok, it says how much the customer has spent but doesn’t list the items or dates?

Edit, i think its cos some of the entities are Customer and Customers, i have SquareCard and SquareCard Customer Card… so isnt listing correctly

[johnmorgan]

Hi, thank you very much for the Customer Purchase History, We need some change let us know if that is possible,
While we Select the customer first and take his order on the same page if we can get a customer history button ( a image is shown below)

and just by pressing it if it can show the all the previous transaction without entering the date, that is report upto date,

Like the report in the image.
This will help us know customer bill wise and also if some Ticket note is entered we can know his previous comment and see how best we can improve now.

thank you.

[QMcKay]

… deleted double post …

[QMcKay]

Go through the following Tutorial for Account Statements. It contains the elements you are looking for, and also works with the Purchase History:

Customer Account Statements and Payments (Custom)

This Tutorial will demonstrate how to build a Custom Account Handling Screen for Customers. It allows for Printing detailed Customer Account Statements, making Payments to Customer Accounts (via the built-in Payment Screen), and Crediting Customer Accounts. Requires SambaPOS 5.1.56 or higher Operations The Customer Account Operations Screen we will build and Automate is shown on the right. [image] Quick Nav: Account Type and Account for Transfers (for Account Payments via Paym…

[GreatShakesBar]

Having problems with this.

Have tried both manual and DB import. Its obvious what the problem is, im using another entity name and type.

My entity Type is SquareCard Customer Card entity name is SquareCard

Ive tried every possible combination but cant seem to get the actual purchase history to show in the list on the left?

In the Scripts, is that the Entity Name? So for me it would be SquareCard Customer Card?
in the actions within the rules, which are the Entity Names and Which are the Entity Types?

3rd day of trying now, I hate to be defeated

Matt

Edit: wish i just called them both SquareCard

[QMcKay]

Entity Name is the Name of the Customer, or in your case, the name of the Card.

Entity Type would be Customers, or “SquareCard Customer Card(s)”, or whatever it shows in your Entity Types list.

Maybe check the SQL Script to ensure it isn’t hard-coded in there to “Customers”. It shouldn’t be.

[GreatShakesBar]

ok weird, ive gone through it time after time.

I must be missing something… but i cant see it

Ive even put it in text wrangler and done a find and replace “Customers” for “SquareCard Customer Card”.

Ill keep looking

[QMcKay]

Look in the Widget Settings on the Custom Entity Screen, in particular, the Entity Search Widget…

[GreatShakesBar]

Still unable to get this working.

Is someone able to look at my DB? Ive literally covered all angles I can think of… (I know that’s a noob thing to say… but I actually have!)

Would be appreciated

Matt

[GreatShakesBar]

Still not able to get this running

Slightly begging for anyone to check over the DB files if they have a chance?

Matt

[QMcKay]

Backup, ZIP, and PM to me.

[Chipwagon]

This is one handy DB Tool! Can I print the generated report somehow?

[QMcKay]

Yes, it is simply a Report, so you would just add an button to fire an Action for Print Report.

[Chipwagon]

I tried that but the program crashes when I push the button. Report looks fine in the Entity screen but looks like this in reports…

I just figured it was because there wasn’t a “customer” selected when viewed in reports but now I’m wondering if this is related??

[QMcKay]

You won’t be able to print from Report Explorer because the Report requires a Customer as a parameter.

@QMcKay

add a button to fire an Action for Print Report.

Did you not read that ^ ?

What did you do? Show how you set it up. The button widget settings, the action, and the rule.

[Chipwagon]

[QMcKay]

Again, the Report requires Parameters …

Customers,{SETTING:PHEntityName},{SETTING:PHDateBEG},{SETTING:PHDateEND},{SETTING:PHEntityId}

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Result:

[Chipwagon]

Oh, is that what you meant by parameters??!!