Hi again. I need to search in some place (like Tickets or other screen) all the purchase history of one customer filtering by name or Phone. I read similar posts, but no one come with a way to do it as i need. For example: I want to search all the tickets bought by phone number and see the total…

Tutorial here … [image] Customer Purchase History Reporting V5 Tutorial This is a Report to show Historical Purchases on a per-Customer basis. You can select a Date Range to Report on and use Entity Search to load any Customer Purchase History. [image] warning This …

Shaker, Thanks for your answer. I saw that, but it is not what i need it. Anyone else knows something about it. Thanks

I have not attempted this but with Custom Entity screen and the widgets and automation/scripts available it should be doable. I cant really give you a step by step because I have not done it myself but with my knowledge of the system it appears it might be doable. My recommendation is for you to s…

Thank you Kendash. I will look into it. Where are the advanced tutorials? I need to see all the things some customer bought. This is to make a loyalty program. I m not sure if the word is Loyalty. The Thing is i want to reward customers who spent certain amount of money in a period so for exa…

@Jesse , I was expecting to see a Custom Report using Report Tags that showed this information. We can parameterize it later. Are you eluding that we cannot display Tickets/Orders filtered by Entity using Report Tags? I was thinking a report like this would be very useful, and I was going to start…

It probably could Q. The problem with Report Tags would be searching by Date. SQL is more flexible in this regard.

[image] iberiabati: I need to see all the things some customer bought. This is to make a loyalty program. I m not sure if the word is Loyalty. Woohoo finally someone interested in KPI :stuck_out_tongue: [image] iberiabati: The Thing is i want to reward customers who spent certain amount…

@iberiabati at this point what we need first is to decide how you want to gather your KPI data. So give us an idea of exactly what your wanting to track then for each item you want to track you can link a reason for example: Free Drink Promotion, Customer Loyalty Program etc. Basically we need to …

QMcKay I read all the post (Account Statement Tutorial) This is not what i need but if you can do that, i guess we can make what i m thinking. Thanks, its pretty awesome what you did. (i will try to replicate in my SambaPOS) Kendash Perfect. I will think about that and come back. I think that i pr…

Here is a god start using SQL. Just insert the Customer Name in the @EntityName variable, and the Start/End Dates: declare @EntityType varchar(50) = 'Customers' declare @EntityName varchar(50) = '' declare @EntityId int = 0 declare @DateBEG datetime = '2016-01-01' declare @DateEND datetime = '2016…

Well we can do this with reports. So for example you can use a report that shows Items bought with tickets matching specific phone number. We would use Custom Entity Screen, Editor Widget, and Custom Reports Widget for this.

Purchase history by customer or phone number

V5 Question

QMcKay May 9, 2017, 12:58pm 22