Product Usage by customer information or purchase history can be accessed from reports or the product list. It shows customer purchase and usage activity for a specific product or for a group of similar products within a selected date range.
Options:
For One or More Items: This option is ideal if you want to use additional filter criteria, such as a product line or group. You can generate a report with the information or save customers to the List Builder for extra features, such as emailing or printing labels.
For a Specific Item: This option can be used if you want to generate a report of customer usage information for a specific item.
For One or More Items
The Product Usage report shows which products were sold, given as a gift, provided as a sample demo, or returned. By default, it displays retail items but can also be customized for specific product categories, groups, tags, and other options.
From the sidebar navigation, select
Reports.
- Under the Inventory section, click Product Usage.
- From the Filters pop-up, enter a date range or choose a quick pick from the drop-down options listed (e.g., All Dates).
- Select from the options to filter based on partial Description, Category, Group, or Tags. You can also choose whether to include Discontinued items, Out of Stock, Archived, or Supplies.
Print as a Report:
After setting applicable filters and options, select OK to view the report. In print preview, select the print button
or on a mobile device, tap the export button
to export and download as another file type, such as PDF.
Create & Save Group in the List Builder
- After setting applicable filters and options, select the List Builder button
. Then, from the drop-down options, select either New List or Add to List (to add the names to a previously created group). - If you selected New List to create a new group, from the List Builder pop-up, enter a description in the List Name field then select OK.
- If you selected Add to List to add the customers to an existing list, from the Add to List pop-up, select from one of the lists displayed, then select
ADD. - To view the list, from the sidebar navigation, select
Contacts, then List Builder.
For a Specific Item
Each product profile in the product list has a Usage tab that shows which customers have purchased the item within the specified timeframe.
From the sidebar navigation, click
Products, then Product List.
- Using the Search field, enter a partial description or part number to locate the item (if necessary, click
and select Clear Filter to remove any filters set, or select Filter to refine further when searching). - Open the product's profile, then click on the USAGE tab.
- Choose an option from the period drop-down or select Date Range to set a custom range.
- When finished, select Print.
- In print preview, select the print button or on a mobile device, tap the export button to export and download as another file type, such as PDF.
Additional Information:
- Visit the General Discussion & Tips section in the Community section to view additional Product Usage examples.
- Manage Tasks in the List Builder to Print, Email, and more
- View Previously Purchased Items for a Contact