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home/Knowledge Base/storis/How do I find the customer purchase history
Trending:Access Mail, Storis, CXM

How do I find the customer purchase history

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storis
  • How do I find the customer purchase history
  • ECL Stop – Free Storis Database License
  • How to do Electronic Updates in STORIS
  • Why is the price not showing up for a product on the website?
  • CFA storis application manager
  • Warranty Overview
  •  How do I link a warranty to multiple lines on a split ticket sales order?
  •  How do I update the tax on an order, even if it has already been written?
  •  How do I suspend sales tax?
  •  How do I indicate that a customer is tax-exempt?
  •  Is it okay to delete salesperson codes we no longer use? What happens to open orders associated with these salespeople?
  •  How do I control which users are permitted to edit existing orders?
  •  How can I prevent a salesperson from viewing another salesperson’s activity and commission rate?
  •  How can the commission allocation for specific salespeople be changed?
  •  How are sales commissions established and calculated?
  •  Where can I view the date on which a customer was first entered into the system?
  •  How can we exclude certain customers from our mailing lists?
  •  An order I viewed in View an Existing Sales Order was automatically deleted. What happened?
  •  How do I turn off the Search for a Customer screen that appears when creating a new customer from within order entry?  
  •  How do I update a customer’s information if I’m in the middle of entering an order for the customer?
  •  How do I update a completed sales order (e.g., adjust an incorrect payment, change salesperson, etc.)?
  •  How do I include a customer’s own material (COM) component in a sales order?
  •  A purchase order was linked to items on a sales order. Now the linked quantities have been zeroed out. Why?
  •  Why am I unable to add a one-time-buy product to my sales order even though there is available quantity in another location?
  •  Why am I unable to add an obsolete product to a sales order, even though there is quantity on hand?
  •  How do I remove a reservation on a sales order and/or re-assign it to another sales order?
  •  How do I convert a shopping cart to a sales order?
  •  How do I email a quote or other sales document to a customer?
  •  How do I enter a sales quote or layaway order and convert it to a sales order?
  •  Can I exchange an item even though we sold the original merchandise pre-STORIS?
  •  How do I complete the return portion while leaving the replacement sale open?
  •  How do I complete the return portion while leaving the replacement sale open?
  •  What are the type of exchanges I can process?
  •  Should I enter the delivery/pickup and installation/restock fees as positive or negative on a return?  
  •  Can I return an item even though we sold the original item pre-STORIS?
  •  How can I enter a payment for an order already on a manifest?
  •  How do I apply payments to open and/or completed orders outside of Sales Order Entry?
  •  The credit card payment that we processed electronically shows in STORIS, but the credit card provider does not have a record of it. How do we correct this?
  •  A cashier entered the wrong dollar amount on a sales order and saved the order. How can I fix it?
  •  What is the difference between Daily Cash Balancing and Daily Cash Receipts?
  •  How do I zero out gift cards without refunding payment?
  •  How do I redeem a gift card/certificate?
  •  How is third party financing affected if an original order is an exchange or return?
  •  When I issued a credit card refund, why didn’t the system prompt to print a receipt?
  •  We often charge a design fee and then refund the fee if the customer makes a purchase.  How can we handle this?
  • A refund issued today on a pickup order appears on Report Daily Receipts Register but not on Report Cash Drawer Balancing Totals. Why?
  •  How do I move deposit money from a deleted order to a new order?
  •  How do I refund a customer deposit on a deleted sales order?
  •  How do I apply on-account money to a sales order?
  •  How do I transfer a payment or existing customer credit from a sales order to another open sales order?
  •  How do I refund or remove a customer deposit on an open sales order?
  •  How do I refund a customer with a credit on account?
  •  How do I refund a delivery charge and/or sales tax from a completed order?
  •  How do I refund a dollar amount on a completed order?
  •  How do I refund/apply a customer credit against a completed order?
  •  How do I issue a customer refund?
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Trending:Access Mail, Storis, CXM