====== View a History of Account purchases ======

~~CONTEXTID:189~~

~~OLDHREF:viewpurchases.html~~

===== To View A History Of Purchases Made By A Particular Client =====

  - In Liberty Inventory, Lookup the [[:tutorial:accountmanagement:lookingupaccount|account]]. \\  {{:libertyreact:lib:newitem1547.png|NewItem1547.png}}
  - Click on the **Purchases**  tab. The **Purchase History**  screen will display. \\ {{:accountmanagement1:viewpurchases_20260624-183651.png}}
  - On the right hand side, you will also find a customer’s **Purchase Activity**. This menu contains a customer **Last Purchase**, and **Number of Purchases**. \\ **Explanation Of The Different Fields**
      * **Show Purchases For**  : Select the time period for which you wish to view purchases by selecting from the **Show Purchases For**  drop-down menu.
      * **Receipt #**  : Shows the receipt number for that purchase.
      * **Date**  : **Date**  of the Purchase.
      * **Total**  : **Total**  of all items for that purchase.
      * **Subtotal**  : **Total **of all items for that purchase before any fees, taxes, or discounts are applied.
      * **Terminal**  : The identification of the terminal in the store from which this transaction transpired.
      * **Ship Date**  : If this item was shipped, the date of that shipment will populate here.
      * **Tracking Number**  : If the item was shipped, and a tracking number was entered into Liberty, it will display here.
      * **Points**  : If the customer is part of a rewards plan, the amount of points earned will be displayed here for that purchase.
      * **Layaway Pickup**  : **Layaway Pickup**  is the date it's the Layaway is to be picked up by, based on the layaway period set in POS.
      * **# Of Purchases**  : **Total**  number of purchases the customer has made.
      * **Total Purchases**  : **Total**  amount spent in purchases.
      * **Last Purchase**  : The last date a purchase was made for this account.
Note: Any Purchase highlighted in Yellow indicates an open Layaway.

{{:accountmanagement1:viewpurchases_20260624-183651_2.png}}

===== Details Section =====

  * The **Details**  section will give you the information for each purchase. Simply highlight the purchase above to review the details in the **Details**  section.
  * **Tax**  : A Star (*) in this field indicates tax was assessed on this purchase.
  * **Item Number**  : Account-Item number of the item sold for that purchase.
  * **Item Name**  : Name associated with the item purchased.
  * **Price**  : **Price**  the item sold for during that purchase.
  * **Original Price**  : Original price the item was listed for.
  * **Auction Number**  : If the item was associated with an auction, the **Auction Number**  will be displayed here.
  * **Tracking Number**  : If the item was shipped, and a **Tracking Number**  was entered into Liberty, it will display here.
Note: Any items listed in this section in blue, are items that have been refunded.

{{:accountmanagement1:viewpurchases_20260624-183651_3.png}}

===== Payments Section =====

  * **Payment Date**  : **Date**  the payments were made for the purchase.
  * **Payment Type**  : Method used to make the purchase.
  * **Approval**  : If the customer has integrated credit card processing, and the Purchase was paid for with a credit card, the approval code from the processor will be here.
  * **Cashier**  : Name of the cashier that processed the purchase.
  * **Amount**  : The amount with tax paid in this purchase.
  * **Sig**. : A Star (*) in this field indicates a signature was captured on this purchase. the signature can be viewed by double clicking on this field.
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:accountmanagement1:deactivatingacct|]]

==== Related Topics ====

[[:accountmanagement1:viewpurchases|]] [[:pos1:pointofsaleindepth:otherposfunctions:tracksalesbycus|]] [[:accountmanagement1:addnotesacct|]] [[:accountmanagement1:addressphonenumber|]] [[:accountmanagement1:applygroupdeduct|]] [[:accountmanagement1:bulkchangepc|]] [[:accountmanagement1:clientimportexport1|]] [[:accountmanagement1:creatingnewmaint|]] [[:accountmanagement1:customizeaccount|]] [[:accountmanagement1:deactivatingacct|]] [[:accountmanagement1:deletecldata|]]