Hospitality: 800-683-2778 | Retail: 877-809-9980

Learn More About Your Customers

The Sales History by Customer by Item Report allows you to see a breakdown in sales that first sorts by the customer and then shows the items that the customer purchased.

Some available filters are:

Sale date range
Customer category
Item sold
Primary vendor for the item

Running the Report

Select Sales History → Reports → Sales History by Customer by Item Report
Choose an option to Order by from the drop-down menu at the top of the report

a. Ordering by Customer #, Item #, Document # puts the report in alphabetic/numeric order by Customer number
b. Ordering by Name, Item #, Document # puts the report in alphabetic order by Customer name

Use the tabs of the report to filter for the data

a. Use the Customer tab to filter for a customer or group of customers
b. Use the Ticket History Line tab or the Item tab to filter for an item or group of items
c. Use the Ticket History tab to filter for the transaction information such as date range

Click Preview

Review the report

Metrics for Monitoring Business Health – Part 6: Transactions

Find ways to increase the number, average amount, and number of lines on all your business transactions.

Update Tax Rules in Counterpoint

Every year it is important to review your tax settings to make sure you are collecting the right taxes.

Year End Procedure for Fiscal Year October 1 – September 30

If your fiscal year ends on September 30, you need to read this article to learn more about this procedure.

Metrics for Monitoring Business Health – Part 5: Sales by Customer Type

Learn how to calculate and leverage this metric for optimizing marketing strategies and targeting top customer groups.

Markets Served

Restaurants
Hotels
Retail

Point-of-Sale Solutions

NCR Aloha
NCR Silver
NCR Counterpoint
Clover

Support & Training

Training
24/7 Help Desk
Professional Services

Online Store

Paper
Adapters
Cash Drawers
Printers
Cables
Supplies
Power

About i3 Verticals

Contact Us
Testimonials
Privacy Policy
Agent Bank Program
Pay My Invoice
Terms and Conditions
Coronavirus Response Resources

[email protected]

Hospitality

800-683-2778
[email protected]

Retail

877-809-9980
[email protected]

i3 Verticals, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA | i3 Verticals, LLC is a registered ISO of RBS Worldpay | i3 Verticals, LLC is a registered ISO of Deutsche Bank, USA, New York, NY i3 Verticals, LLC is a registered ISO/MSP of Merrick Bank, South Jordan, UT | i3 Verticals, LLC is a registered ISO of Harris NA, Chicago, IL | i3 Verticals, LLC is a registered ISO of Fifth Third Bank, Cincinnati, OH Copyright i3 Verticals, LLC © 2019. All Rights Reserved.