Return From Customer Account Purchase History
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Simon Edge Sports WH
With our previous system RMS, when processing a return, we could select a customer and a date range, and look for transactions from this customer in this date range.
This made the return far less error prone. In general, we have not found returns easy since the move to Citrus Lime (much faster and easier on the old system) and this would be a help -whether it is implemented from the customer purchase history or as an extra condition on a standard return (if a customer is selected, only show transactions for return relating to that customer).
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Katie Bolton
Yes, please!!!! Makes much more sense to search by customer instead of item, especially if they need to exchange/return more than one item.
Suzy Weightman
Hi Simon,
When using the "Search Transactions" option when selecting to Return a transaction, there is a field for customer surname which can be used to search for transactions. But after just using this option myself, I can see this isn't enough information to reliably select the correct transaction/customer.
I like the idea of filtering these results by the Customer which is currently selected in the POS - would that work well for you?
Thanks,
Suzy
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Simon Edge Sports WH
Suzy Weightman: Hi Suzy, yes please, we would be very happy with that solution :-)
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Dave
Agreed. As Simon says, even a filter of items by selected customer would be helpful here