View customer history in Dutchie POS

Dutchie POS logs a history of each customer's transactions (including sales, returns, and voids), products purchased, loyalty points earned and redeemed, and changes made by Dutchie POS users to customer profiles. You can access a customer's history in the Register or in the Backoffice.

View customer history in the Register

There are several ways to view customer history in the register:

  • From the main menu, select Customers.
    reg_menu_customers button.png
    • Search the customer name or customer number and press Enter on your keyboard. Select the pencil icon or Edit Profile.
      pos_guests_edit profile icon and button.png
    • Click the History tab on the customer's profile. 
      reg_customer profile_history tab.png
  • When a customer is assigned to a cart, select View next to Purchase history.
    reg_cart_purchase history_view.png
  • Select the clock button in the upper right of the cart view.
    reg_cart_clock button.png

Transaction history

View the details of a transaction by clicking the ellipsis next to an entry in the table. If you don't see the transaction you're looking for, it may be because the transaction was canceled. Click Include Canceled Transactions to show all transactions.

reg_customer transaction history_ellipsis.png

From the ellipsis, you can select:

  • Details - view more information about the transaction, print or email a receipt, or print labels.
  • Activity - view an audit trail of Dutchie user activity associated with the transaction.
  • Void - returns the items from the transaction back to your inventory and adds the transaction total back to your cash drawer. Learn more about voiding a transaction.
  • Payment - edit the payment method(s) and amount(s) if a cashier made a mistake. Learn more.

Product history

Product history shows details of specific products that the customer purchased, including who sold it on what receipt number, product package IDs ("serial number" or "lot number"), SKUs, etc.

Loyalty history

Loyalty history shows details of all changes to a customer's loyalty point balance, including points earned, points redeemed, points expired, manual adjustments, point boosts from IRL Events and Workflows, etc.

Profile history

Profile history shows details of all changes that employees have made to a customer's profile, such as when the profile was created or updated, by which user, what specific changes were made, and when.

View customer history in the Backoffice

You can also view customer history the Backoffice:

  1. Go to Customers.
  2. Search and select the customer from the list.
  3. Click the History button and choose Product history, Transaction history, Loyalty history, or Profile history.
    bo_customer profile_history button expanded.png

Export customer history

You can export customer history information to an Excel file by clicking the download button in the header of the customer history view in the Register.

reg_customer transaction history_download.png

Or choose Actions > Export when viewing customer history in the Backoffice.

bo_customer profile_profile history_export.png

What’s next?

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