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Transaction History

Scoping Questions
  1. Should POS operators be able to view customer transaction history?
  2. How far back should transaction history be available?
  3. What transaction details should be visible?
How To Guide

How To Guide - CRM Launch at POS

Configuration Example

Customer transaction history at POS is configured through the CRM module. Key settings include:

  • History depth - number of recent transactions displayed
  • Display fields - date, items, value, store, channel
  • Cross-channel - visibility of online and in-store transactions
  • Actions - reprint receipt, initiate return from history

These settings are configured through the CRM and POS application configuration.