View Customer Activity

Included in this article:

1. Overview
2. Open View Customer Activity 
3. The View Customer Activity screen contains the following tabs 
4. View a Customer's Open Orders 
5. Viewing Historical Purchases 
6. To Determine if an Item is sold AS IS
7. View Other Customer Activity Information 
8. A/R History Tab
9. General Information Tab

1. Overview

Example: Customer number 001215457 starts with 001, representing 001 (DFA Nairn). Refer to TDG Connect for a listing of store locations and profit centers.

2. Open View Customer Activity

3. The View Customer Activity screen contains the following tabs

• General Information 
• Order Line Details (DO NOT USE) 
• Open A/R Items (DO NOT USE) 
• Open Orders 
• Receivable Activity Summary (DO NOT USE)  
• Historical Purchases 
• Current Deposits (DO NOT USE) 
• Historical Deposits (DO NOT USE) 
• Open Service Orders (DO NOT USE) 
• A/R History    

4. View a Customer's Open Orders

The Open Orders tab provides a summary of all open or pending orders for a guest. If there is an open CSO, there is an issue with a purchase, and it as not yet been resolved.

Legend

5. Viewing Historical Purchases

The Customer History tab displays a detailed listing of past (completed and voided) orders for a selected guest. Guest Care Agents must check the Historical Purchases tab to determine timelines on products, warranty coverages or past service concerns.

Legend

Order Number - The order number (sales order, exchange, return, service order)

Order Type - Possibility of:

                              - Sales Order

                              - Exchange

                               - Return

                               - Service Order

                               - Cancelled

Order Date - Date of possession / Cancellation

Product - Item number of the product or service

Description - Description of the item

Quantity - The quantity ordered, or a negative (-) sign signifies a returned item 

Price - The price of the item

Adjusted - DO NOT USE

Customer's PO - DO NOT USE

Delivery To - Shipping address of delivered item

• If multiple products were purchased at the same time, each product will have the same transaction number; however, they will be identified by an asterisk (*) and assigned a number.
• If a product purchased has an asterisk (*) in the Description field, it means it was sold AS IS or floor model. 

7. To determine if an item is sold AS IS:

1. Find item in the Historical Purchases tab and double click to select that Sales Order  
2. Once in the Sales Order, select the “Merchandise” tab 
3. Find the item number in question  
4. Review the status field (A = As Is)

• If there is no description in the Description field, the item is old (> 5 years) and has been removed from the system.
• If a guest purchased the Extended Warranty / Product Protection Plan (Tutoris), it will appear as an additional line item with the same transaction date as the product.  

8. A/R History Tab

The A/R History tab generates information on guest’s deposits, both open and closed. In this tab, you can check to see if a Gift Certificate or Price Adjustment has been applied to the
guests account of if a refund has been applied to the account.  

To view a guests A/R details, the following needs to be completed: 

1. Select A/R History tab 
2. From the drop-down menu, select the period of time in which you want to review  
3. Double click the order you would like to review 

You are now able to review the guest’s methods of payments or returns with amounts 

9. General Information Tab

The General Info tab summarizes the guest’s contact information as well as transactions for the guest at the bottom of the screen.