Today we are going to demonstrate Customer Ectivity Reporting in Touch Point of Sale.

The end result of this effort will be a report showing each known customer's name and a three column summary of their purchasing activity. 

This report is an example of what can be produced by Customer Ectivity Reporting.  Notice that the customer's purchases are divided into week-to-date, month-to-date and year-to-date columns with quantities and dollar amounts shown for each column.

Here is another example of a Customer Ectivity Report.  Here all three columns show year-to-date totals but now the individual columns contain different types of items.  In this case, Breakfast, Lunch / Dinner and Beverages.

The Customer Ectivity Report is heavily customizable, so what appears in each of the columns is up to you.  The rows of the report are always individual customers, but the columns can contain any activity range filtered by date and/or item number.

To produce these reports, the Point of Sale has to be set up to collect the customer identity at the beginning of each sale.  This setup is done in Admin Inventory screen 4.6.3.  First, we need to change the "Identify Customer" option to "YES".  Now the TouchPOS will ask to select a customer at the beginning of each sale.  It will present a list of all known customer from the Accounts Receivable membership list.  If a customer making a purchase is unknown, then Point of Sale needs to identify them as an unknown customer.  For this purpose, we have set up a mythical unknown customer called "Mr. NonMember" with an id number of straight zeroes.  At the next field on this setup screen, we want to enter the id number of this mythical unknown customer.  The point of sale will always assume that it is selling to this unknown customer unless a known customer is selected.  That is all the setup that is necessary to start collecting customer identities for use in Customer Ectivity Reporting.

Let's take a look at how the Point of Sale works when set up this way...

This is the screen which appears between every sale.  Normally, the clerk just logs in using their initials or password and then the sale begins.  Because of the setup changes we have just made, the clerk can now identify the customer making the purchase as well.

Once the customer has been identified, the sales process continues as usual.

That is all there is to the gathering of customer identities during the sales process.

After customer identities have been collected for a few days, we can start to play with the reports.  Let us begin by going into Admin Inventory screen 3.6 which is called the Customer Sales History report.  From here we can request many reports containing different types of information.  We begin by defining a title for the report then choose which customers to include.  We can limit which customers are included by id number and also by member type.  This report can only handle 500 active members at a time.  For larger groups of known and active customers, you will have to split the report into separate customer ranges.

Now to determin what information to include in each of the three columns.  Each column has a title which will appear at the top of each page.  Under this title, a quantity and dollar amount will be shown for each customer.  The items numbers and date ranges chosen for each column define the final report.  Let us go with the default settings which makes column 1 into Today's sales, column 2 into the current month-to-date sales and column 3 into year-to-date sales.  Keep in mind however, that sales only become available to this report after the End-of-Day process.  So for now, column 1 will be empty.  If we ran the report later, after tonight's End-of-Day, the numbers in this first column would be far more valuable.

Once each of the prompts on this screen has been answered, your options are to print or view the report.  Make the choice and the report creation will begin.

Here is the report that was just created.  Notice that the column headers as well as the column contents are different from the reports we viewed earlier.  

The customer ectivity reporting feature allows you to study of your membership and their spending habits in new and powerful ways.  This tutorial has only brushed the surface.  From here it is up to you do explore its other uses.

Thank you as always, for using Computer Golf Software.