Customer History

Customer History

Purpose

There will be times when you want to search on the history of a particular customer in COSTAR. What is described below are a few of the ways to find this information.
Please note: The data used in the images is only test data and not reflective of what the actual costs and prices may be.

From Document History 

Open COSTAR and Select: 
  1. Sales Reporting
  2. Document History
  3. Search for the Customer using the filters (Customer name, Phone #, registration etc)
  4. Review the results for all Order Entry documents.

This allows you to view the Customer History by document. The results can be sorted on each of the column’s headers by clicking on that column.
You can see the details of each document by double clicking in it. 

From a Repair Order

Sometimes you may wish to review previous sales to a customer when you are already in a new Repair Order. This also allows you to copy items and services from those previous documents to the current document. From the open Repair Order, select the drop-down arrow beside the History button in the top toolbar.


This will give you a number of options to search the customer and vehicle combination history. 
  1. Receivables lists any previous sales that are currently outstanding.
  2. Purchases by item with the retail, last price and cost.
  3. Document History opens the latest document and allows you to scroll through each using the Previous/Next buttons in the top toolbar. (Back takes you back to the new document) 
  1. Document Search lists all the documents for the customer no matter the vehicle selected in the new Repair Order.
  1. Document Details History allows you to search by Item, Description or document # and returns item details. 

When any of the original documents are open you have the ability to select items, services, kits, packages or memos listed and copy them with the original pricing to the new Repair Order. 

This will return the item to the new Repair Order with a memo for which Repair Order it came from.





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