NEW NAME: CUSTOMER ACTIVITY REPORT
...
Static Groups are searched by selecting the appropriate group and clicking Generate. Multiple groups can be selected by highlighting the group and holding down the <cntl> to select other groups.r enters information on the customer they wish to look up and clicks on "Generate." The more information the user enters, the more narrowed the search results will be. The generated report will show customer number, name, customer email address, Customer Group, plus sales information.
Customer Status Groups can filter customers based on activity ot inactivity for - Select Active or Inactive to display the customer data based on that criteria. Selecting activity will display customers which have had sales activity during the date range specified in the filter. Selecting inactivity will display customers who have had no sales activity during that date range. This can be used to reach out to customers that may need a reminder (or promotion) to drop by the store.
The report displays the following data for the date range specified
- CustomerID: YYYY/Venue/Store/Register/Sequence (if generated automatically from the POS system). Customer ID's generated by CAS will be YYYY/0/0/0/Sequence
- Number of Items - Total # of items Sold for the Customer (# of Sales - # of Refund)
- Transaction Count - # of Transactions for the Customer (Sales + Refund + Exchanges)
- Net Transaction Amount - Sum of Total Amount for all the transactions for the Customer
- Exchange Transactions - # of Exchange Transactions for the Customer
- Refund Transactions - # of Refunds for the customer
- Transaction Margin = Sum of (Rate*Quantity - Discount - Coupon - Cost Price) for each item based on Transaction Type
- Discount Amount = Total Discount Amount for all the transactions for the Customer
- Coupon Amount = Total Coupon Amount for all the transactions for the Customer
...