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Customer Accounts records have Vanished

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    Customer Accounts records have Vanished

    I have a regular customer who's account only now goes back to June 08, (we started with EPOS 0ver a year and a half ago now, other customers seem to have retained all their information. She must have purchased items before then as I allocated her points to her account in Dec 2007 - this bit of info is retained.

    Unfortunately she swears she paid for an item (deposit on a holiday) in either March April or May, but i have no record or memory of this, she cannot find receipt, I am sure she is honest, but the system has let me down by not retaining her information, and if it loses one thing what other stuff am I losing?

    Any ideas on
    1. how to trace this transaction
    2. Whether if I find it I can then allocate it to her rerospectively?
    3. Why this has happened
    4. what i can do to stop it happening again?

    Thanks

    Sally
    http://www.threadsandpatches.co.uk

    #2
    The accounts feature in EPOS is rubbish, always has been! Go back top the tried and trusted "writing it down!"

    You should be able to trace the transaction under the data tab, if you have archived the days takings then you need to import it first. Also if it was a credit card then contact your terminal supplier and they can trace it in an instant.

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      #3
      Customer Accounts records have Vanished

      This has now been sorted. The issue developed due to the customer having had an old account that was accidentally deleted. Consequently the information was lost. Searching the database files showed that the customer had put down the deposit. Thanks

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