Customer View

The Customer view panel displays a specific customer's information where it can be viewed or edited. It's accessed by selecting a customer name from the customer list in the Customers panel. Use the Patheon Portal  Customer View panel to:

  • Update a customer's contact information, vehicle(s), and license plate(s)
  • Open and view a customer's sales history
  • Add or edit customer notes
  • Update a customer's recurring plan payment card, and change the default card-on-file transaction payment card

FAQs

Account Details

Name

A customer's combined First Name*, Middle Initial, and Last Name* is displayed at the top of the screen. 

Edit

Select the edit function to open the Edit Customer panel to update the customer's contact and vehicle information.

<Country>

The customer's address country.

EMAIL

The customer's email address.

PHONE 1

A customer's Phone 1* value.

VIEW SALES HISTORY

Select this function to view a list of sales to which the customer profile was assigned.

Notes

The Notes section can be used to add, view, and edit customer notes. The Notes section looks and functions the same in both the Patheon Portal and POS. 

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Vehicles

VIN

The vehicle's identification number. 

COLOR

The vehicle's color.

LIC. PLATE#

The vehicle's License Plate value.

COUNTRY

The license plate country.

STATE

The license plate state.

Payment

Default

Only one payment card can be selected as the default card at a time. This identifies the payment card used for sales tendered via card-on-file. It does not identify the payment card used for recurring plan charges. That is identified and configured for the plan.

Credit Card

The payment card's card brand (Visa, Mastercard, Discover, etc.), last 4 digits of the primary account number, and expiration date.

Delete

Select the trash function to remove the corresponding payment card from the customer profile.

Plans

Active

Identifies plans that are currently active. The payment card used to tender a plan's recurring charges is configured here.

Inactive

Identifies plans that are currently inactive.

Transactions

Search

Enter part (begining, middle, or end portion) or all of the 15-digit sale ID in the search function and then select enter to quickly locate, or narrow the list (if part), a transaction in the transaction list. After a search, clear the search parameter and select enter to display all transactions.

Advanced Filter

Filter a customer's transactions list by site and/or status.

Site

Use the site filter to view the customer's transactions for all sites in an organization (All Sites), or one specific site.

Status

Use the transaction status filter to view the customer's transactions that have a specific status. The list of statuses that can be filtered on will vary from customer to customer; it is limited to the statuses that are present in each specific customer's transactions list. 

Possible transaction statuses include:

  • Abandoned
  • Plan Purchased
  • Purchased
  • Reactivated
  • Redeemed
  • Refunded
  • Terminated
  • Updated

Transactions List

The list of transactions reflect the results of any search or application of any filter(s). By default, all of the selected customer's transactions are listed.

Date/Time

The date, in MM/DD/YY format, and local time, in HH:MM:SSam/pm format, the sale occurred.

Site

The site where the sale occurred.

Sale ID

The unique 15-digit code assigned to the sale.

Total

The sum of all products in the sale, less any discounts, and all applicable taxes.

Status

The transaction status. Possible transaction statuses include:

  • Abandoned
  • Plan Purchased
  • Purchased
  • Reactivated
  • Redeemed
  • Refunded
  • Terminated
  • Updated

Edit (View)

Select the edit function to view the corresponding transaction's details in the SALE ID panel. The sale details are read-only; the sale can't be voided or edited. Also, note that a receipt can't be printed for the sale.

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