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

===== 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. \\ {{libertyreact:lib:newitem1546.png|NewItem1546.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.
    * **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.

{{libertyreact:lib:newitem1545.png|NewItem1545.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.

Note: Any items listed in this section in blue, are items that have been refunded.

{{libertyreact:lib:newitem1544.png|NewItem1544.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|Deactivating an Account]]

==== 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]]