How to Easily Track Orders by Contact: Tips for Managing Your Business

[ChefSandyK]

Okay, maybe I'm missing something (wouldn't be the first time, that's for sure). Is there a way to call up all of the items any given contact has ordered? For example, let's saw 2 months ago I had a show for Sue. At that time, I put in a follow-up action reminder for all of the guests at her show. Problem is, now it's two month later. I am having names come up under my action reminders and I have no idea whose party they attended, let alone what they ordered. I know I can do it under the Total Items sold report, but that way really isn't user friendly...doesn't include the name of the host, group the items by party, etc. Is there a better way to work this that I'm just not figuring out?

Thanks,
Sandy

 

[priscilla]

Here is what I doDo you have PP Autogenerate your follow-up date? When I have PP auto-generate my follow-up as I am putting the data into the show, it will list who the host was in the left hand side of my daily reminder page ("Auto generated from xxx's show") when the follow-up day comes due. I then go to Pampered Partner- Reports, Show Order Detail. Call up the show by host, say "No" to payment summary only, and it will list each guest and what was ordered.

Alternatively, you can just look up the show on your screen rather than printing it out.

Robin

 

[ShanaSmith]

you can go into PP total item sold history report and put the customers name in and it will give you a list of everything they have purchased. I think that is what you are asking about.

 

[ChefSandyK]

Thank you bothI knew there was an easier way than the way I was doing it.

Have a great night,
Sandy

 

[AnaCash]

Hi Sandy,I completely understand your frustration with trying to track orders from past parties and guests. There is actually a really easy way to see all the items a contact has ordered. Here's how:1. In your Consultant's Corner, go to the "Contacts" tab.
2. Click on the "Search Contacts" button.
3. In the "Search By" section, select "Order History."
4. In the "Order Date" section, choose the date range you want to see orders from (in this case, 2 months ago).
5. In the "Host Name" section, type in the name of the host for that party (in this case, Sue).
6. Click on the "Search" button.This will bring up a list of all the contacts who attended Sue's party and their orders. You can also click on each contact's name to see more details about their orders.I hope this helps and makes it easier for you to keep track of past orders. Let me know if you have any other questions.Happy cooking!
Pampered Chef Consultant