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WAIOHelp Desk

Look up a customer's purchase history

Where
POS

Use this when a customer asks for “the same as last time”, or you need a receipt from one of their past visits.

  1. Open Customers and search for them by name, phone or email.

  2. Tap the eye on their card. Looking doesn’t add them to the sale.

    Jane Smith's card on the Customers tab, with the eye icon that opens her details

    If they’re already on the sale, tap their name at the top of the cart instead.

  3. Insights opens first: their last order, how many orders they’ve made, their top brands and categories, and what they buy most often. Tap a brand, category or product to find it on Products.

    The Insights tab of a customer's details: last order, orders, average items, top brands, top categories and frequently purchased products

  4. Tap Orders for their past sales, newest first, with the date and total. A sale from another store has that store’s name beside the receipt number. Tap Load more at the bottom for older ones.

    The Orders tab of a customer's details: a list of receipts with store name, date, total and View

  5. Tap a sale to open it.

  6. Tap Close when you’re done, or Add to Order to put them on the current sale.

Good to know

Section titled “Good to know”
  • Orders shows sales from every store. Tick This store only to see just yours.
  • A sale from another store opens read-only. Refunds and reprints happen at the store that rang it.
  • Insights count every store too.