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Sage MAS Partner
dover1925
Posts: 21
Registered: 12-18-2008
0

Customer Last Purchase History on E-business Manage

Is anyone aware of a customization to e-business Manager that would allow a (logged in) customer to view their last purchase history?
Super Contributor
DFeller
Posts: 2,820
Registered: 10-28-2008
0

Re: Customer Last Purchase History on E-business Manager

You can do this with the tools out of the box; it requires some set up work.

 

Create a category code which is the customer ID and have a regular routine to import items from last purchase history into it.  Then modify the standard template to link to that category using the Customer ID as a token as part of the link.  Display the text as something like "Your recent purchases" or whatever you want to call it.

 

Dawn

Sage MAS Partner
dover1925
Posts: 21
Registered: 12-18-2008
0

Re: Customer Last Purchase History on E-business Manage

I think that I understand the concept.  

 

Would I need to set a category up for every e-business customer?

Switcher
SPyle
Posts: 906
Registered: 11-03-2008
0

Re: Customer Last Purchase History on E-business Manage

Yes, for each customer that you want to provide this information to. 

 

As an alternative although not exactly a "Last Purchase History", I've created a sales order for the frequent purchases for my regular ebm customers.  I begin the SO number with a "Z" so it appears at the end of the open order list.  I leave the quantities blank so they don't accidently over-buy and then have to cancel or return items.  Then, they can just go to this "open" order and copy to the cart, or enter quantities and update cart.  An occasional click of the reprice button on the SO keeps this up-to-date after we have price adjustments, although the prices are automatically updated in the shopping cart.

 

The only thing this doesn't provide is the last purchase date and quantity.

 

Steve
Super Contributor
DFeller
Posts: 2,820
Registered: 10-28-2008
0

Re: Customer Last Purchase History on E-business Manage

Yes this would be for each customer, however you can use VI to automate the imports.

 

Dawn