How To: View Customer Product Analysis

Table Of Contents

Steps
Additional Options
View a Single Sales Order
Steps
Steps
Related Articles
Khaos Control provides several ways to view the products a customer has purchased previously. This can be useful when:
  • Reviewing a customer's buying history.
  • Identifying frequently purchased items.
  • Assisting customers with repeat orders.
  • Creating returns against previous purchases.
  • Analysing purchasing trends over a specific period.
You can view purchase history from:

View Previous Purchases from the Customer Record

The Product Analysis tab provides detailed information about products purchased by a specific customer over a selected period.

Steps

  1. Open a Customer screen using (show me how).
  2. Load the required customer record.
  3. Open the [ Customer | Detail | Customer Service | Product Analysis ] tab.
  4. If required, set a Date From and Date To filter and turn the traffic light filter green.
  5. Choose how the results should be analysed:
    • Issued Date
    • Invoice Date
    • Order Date
  6. If you want to view specific products only:
    • Select a stock type filter.
    • Enter a stock code filter.
    • Turn the relevant traffic light filters green.
  7. Click Go.
The grid will display products purchased by the customer that meet the selected criteria.

Additional Options

From the Product Analysis grid you can:
  • Open the associated sales order.
  • Open the related sales invoice.
  • View additional transaction details.
  • Create a customer return directly from a previous purchase.
To access these options, right-click the required line and select the relevant menu option.
For example:
  • Goto Sales Order
  • Goto Invoice
  • Create Return
For more information, see How To: Create a Return from a Customer Record.

View a Single Sales Order

To review the details of a specific sales order:
  1. Drag the required record from the Product Analysis grid.
  2. Drop it into the SO Code field on the [ Customer Service | Sales Orders / Invoices ] tab.
  3. Click Go.
You can also type the SO Code or Invoice Code directly into the filter fields.

View Previous Purchases from a Sales Order

If you are already working on a sales order, you can view the customer's historical purchasing information without leaving the order.

Steps

  1. Create a new sales order or open an existing one for the customer.
  2. Click the History Matrix button.
  3. Enter the required:
    • Start date
    • Reporting period
  4. Review the purchase history displayed.
The History Matrix provides a quick view of products the customer has purchased previously and can help identify repeat purchases.

View Previous Purchases from Sales Summary

The Best Sellers report can be filtered for an individual customer to display products they have purchased during a selected period.

Steps

  1. Open a Sales Summary screen using (show me how).
  2. Open the [ Sales Summary | Best Sellers ] tab.
  3. Click the Filter button.
  4. Select the required date range.
  5. Add a URN filter.
  6. Click the customer lookup button and select the required customer.
  7. Click OK.
The grid will display products purchased by the selected customer during the chosen period.

Which Method Should I Use?

RequirementRecommended Option
View a customer's complete product purchase historyProduct Analysis
Open related sales orders or invoicesProduct Analysis
Create a return from a previous purchaseProduct Analysis
Check purchase history whilst entering an orderHistory Matrix
Analyse best-selling products purchased by a customerSales Summary - Best Sellers

See Also


Did you find this article helpful?