How to view member's spending history? (如何查看会员消费记录?)

 

How to view member's spending history?
如何查看会员消费记录

  1. Login to you back office
    登录后台管理系统
  2. Click on "Member Reconcillation" subcategory under the CRM main category, then enter the member's info and click on "Search"
    在 CRM(客户关系管理)主分类下,点击 “Member Reconciliation(会员对账)” 子分类,输入会员信息后点击 “Search(搜索)”

    *You may use the following info to search:
    可使用以下信息进行搜索:
    1) Member's ID
    会员编号
    2) Member's Name
    会员姓名
    3) Member's HP number
    会员手机号


  3. Click on "History" and you will be brought to a new tab, select the date that you would like to view from (not exceeding 3 months per search) and click on "Search"
    点击 “History(历史记录)”,将打开新标签页,选择要查看的日期(每次搜索不得超过 3 个月),然后点击 “Search(搜索)”



  4. You may also search for different types of member's spending history by changing the filter here
    你还可以通过更改筛选条件,查看会员不同类型的消费记录:


    Check common balance; Member's recharge and stored value usage
    查询余额:会员充值及储值使用情况
    Points Reconciliation; Member's points and point usage
    积分对账:会员积分及积分使用情况
    Per-use card audit; Member's per-use card purchases and usage
    单次卡审核:会员单次卡购买及使用情况
    Transactions history; Member's transactional history
    交易历史:会员交易明细
    Purchase summary; Member's "product mix" report
    购买汇总:会员商品组合报表

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