History of items purchased by customer in contact manager
It would be really helpful to have a link to a customers purchase history in contact manager. Perhaps see the Top 20 items they have purchased based on quantity. Or have a quick link to report that shows their history of items purchased for just that customer.
This would be very helpful when organizing customer call outs to generate sales.
Chris
shared this idea
2 comments
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Chris
commented
We'd love to see this...
Response to #1) I would say there would be value in seeing returns separately...let you know if a customer has a history of sampling items and returning them.
#2) Reporting would be nice...
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Glad to see this request here. This is a feature I've wanted to add for some time but it'll need to get some votes. The immediate work-around is to click the Order button and click the Past Items button on the Items tab of Order Entry to see a list of purchased items.
I'd like to see it as part of the History tab for the customer, perhaps with a means of toggling between contact (our current display) and product history.
While I mentioned the Past Items work-around above, I think the item history we'd display in the Customer History should be represented differently, as you suggested. You mentioned top 20 but there's no reason to limit it. There is probably value to a Past Items type of display to see what was ordered when, displayed chronologically, as well as a list of items orders with the total quantity (sorted descending so most frequently purchased items are at the top of the list.)
Remaining questions:
1) When viewing the products order by quantity, should this be net of returns and is there value in this view to having returns displayed separately?
2) Aside from possibly column sorting in this grid, would you want any further interaction? Examples might be exporting, reporting, or starting an order for that customer and that item (off the top of my head)...or anything else?
Russ
