Clients Products Purchase History
Client product purchase items under client. As staff needs to have quick view of the clients purchases of products not to go to reports
This has really taken a long time to be looked at. This is the only reason I would leave Shedul. I am shopping other companies now. It's been a request for way too long.
It would be nice to see what the client bought without clicking through invoices!
This is super important and should have a high priority. It would be nice to go to a client’s profile and see their entire appointment and purchase history. That way we can customize their treatments based on their prior visits or recommend product that is new for them or may need a repurchase.
This would be super helpful. right now I have to check old invoices, or hope that I wrote in their physical file, or put it under "notes" in their client profile.
This would really be helpful! I would love a way to better see what items clients have purchased instead of having to look at individual invoices.
hope it happens soon!
I want this so bad!!! I'm trying to keep track by putting the date purchased, and products purchased in the client notes every time, then I have to scroll through the dates. Looking forward to this awesome update!
This is exactly what I need. I need to look at a client's purchase history without having to look at every... single... invoice... they.. ever... had. Sales are the lifeblood of my business. Seeing what a client is missing or almost out of is imperative to making the sale. Thanks for putting this one in the works.
Cherry Lim commented
it will save us numerous manhours
Heather-Lynn Fraser commented
Hannelise Bester commented
I love the new feature where it shows customer invoice history under each customer's profile. However, would there be a possibility to view a list of products under the customer's profile and the last date purchased?
Customer » Hannelise Bester :: Product Purchases
Product___________________Price:_______Date last purchased
Lucid Calming Cleansing Milk__R199________4 January 2016
Miracle Tissue Oil___________R289________12 December 2015
Liquid Skin Nutrition_________R160________12 December 2015
This should only be for products, excluding services. This way we can follow up with the client when they are close to finishing their product and remind them about specials on the product or just ask whether they need to top-up.
And maybe 2 additional blocks on the Summary Page, which indicates:
Total Product Sales and Total Services Sales
Or maybe just to change the Total Sales block to a button, which will give a pop-up, showing that breakdown.
Thanks guys, you're awesome!