View Client History

Client History is very similar to the Sales History. However the transactions displayed are limited to the current client. One note about client history is that today's tansactions will not show up in history until tomorrow.

• To view a customer's history, locate the client's record.
• Highlight History then press Enter
• Enter the Start Date for the history to begin then press Enter
  You can use the plus and minus keys to quickly change the date
  The system will default to the Day Last Tanned minus one week

  A detailed listing of every transaction is first shown. You will see the transaction number, time, client number and the transaction type.

  Click here to see sample history details

  To see more information including the Description, Quantity or Minutes Tanned, Price and Employee use the Right Arrow key.

  Press F1 for help on moving around.

• To view the sales totals for this customer, press Escape
  Click here to see sample history summary

  The left column will show a break down of every transaction made, including Packages, Services, Extra Tanning Charges, Products, etc.

  The right column tracks payment types, number of tanning sessions, new clients and deleted transactions.

• Press Escape to return to the previous screen.

Note: Employees with User Access cannot view a customer's totals