Customer Order History
Last updated
Last updated
The Customer Order History report provides detailed information about past customer orders, including order dates, order quantities, product details, pricing, and fulfillment status. It serves as a vital tool for tracking customer purchase patterns, analyzing sales trends, and enhancing overall customer satisfaction.
Within this report, we will delve into the structure and content of the Customer Order History, highlighting its key features and functionality. By exploring the various sections of the report, users can gain insights into individual customer orders, their order history, and other relevant details.
Step 1: Filtering options to customize the report's parameters.
Company Code From: Enter the starting company code.(optional)
Customer Name From: Enter the starting customer name.(optional)
Customer Number From: Enter the starting customer number.(optional)
Sales Order Ship Date From: Specify the starting ship date for sales orders.
Customer Category: Select the customer category for filtering purposes.
Report Format: Choose the preferred format for the report output, either PDF or Excel.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding Customer order history management.
