Find a List of Customers Who Purchased a Specific Item
You can view, print, and export lists of customers based on their purchases.
If you need to simply view a list quickly of customers who have purchased a certain part:
- Search for the part on the Products page.
- Click the part number in blue to view its details page.
- In the upper right corner, click Print Customer List.
- This will offer you the option to search a time frame if you'd like, and exclude returns (so that you are only viewing a list of customers who currently have that item).
If you want to export the list for any reason, you can do so from the Contacts page.
- From Contacts, select the Customer Purchases tab and input your search criteria (date, part number equals).
- Once the list of customers appears in the search results, go to Action > Export to CSV file. Orchid POS's export function will only export current search results.
If you want to analyze the results, you may prefer the Report Builder (Office > Back Office Reports > Report Builder). This will allow to you enter search criteria and then export the purchase details, rather than simply the customers' contact information.
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