You can search for customer purchase data through the [Order] or [Customer] tab.

1. Search from [Order]:

(1) Click [Order] from the menu bar, then filter the customer from [Customer/Company] in the filters.




(2) In the [Order] tab, search criterias can be entered to filter for specific information.



(3) Clicking on the link under the [Customer/Company] tab will lead to more detailed information of the purchase record.



(4) Click [Order Detail] in the [Order] page to allow filtering of purchase records based on order detail criterias like product, product type, sales representative etc.




2. Search from [ Customer]:

(1) Go to [Customer] tab, then click the customer whose purchase records you would like to review.

(2) Select the [Order] tab in the customer's information page to view their purchase records.