Customer Activity Screen

Customer Activity Screen


Overview

The Customer Activity screen provides a complete transaction history for an individual customer. It allows staff to review purchases, repairs, special orders, payments, refunds, and loyalty activity in one consolidated view.

Accessing the Customer Activity Screen

Customer Activity can be accessed from either the POS or the Back Office.

  1. Locate the customer using POS → Find Customer and once the customer is open, select Cust. Details.

POS screen — Find Customer button

Or alternatively via the Back Office:

  1. Navigate to Back Office → Customer → Find.

Back Office — Customer → Find

  1. Once the customer record is open, select the Activity tab.

Customer record — select the Activity tab

Understanding Activity Entries

The Activity screen displays a chronological list of all customer-related transactions. Entries are colour-coded to make identification easier.

Activity Colour Codes

  • Green: Purchases, layby sales, special orders, custom jobs, repair intakes, and cancellation fees.
  • Red: Cancellations and refunds.
  • Black: Pickups for custom jobs, special orders, and repairs; gift certificate purchases.
  • Orange: Tender lines showing how transactions were paid (cash, card, etc.).

Customer Activity screen showing colour-coded transaction entries

Business Summary

The Customer Activity screen also includes a Business Summary section, providing an overview of the customer’s purchasing behaviour.

This summary shows total value of purchases, purchase frequency, and average spend per transaction.

If the customer is enrolled in Loyalty, the summary will also display total loyalty points earned and points redeemed to date.

Business Summary section showing purchase overview and loyalty details

Best Practices

  • Use the Activity screen to verify previous purchases and repair history.
  • Review tender lines to confirm how a transaction was paid.
  • Check loyalty balances before processing redemptions.
  • Refer to the Business Summary to support personalised customer service.


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