Uploading Purchase History For Customers
This guide will show you how to upload any purchase history for your customer accounts.
Before following this guide please ensure that you have added the 'Customer Reference' to the correct user as shown in Step 3 of the 'Adding a User to Your Wholesaler Account' so your customer can access their data.
Step 1 - Access your member dashboard
Click the member tab (1) at the top of the screen to access your member dashboard.
Step 2 - Access customer data section
Click the customer data tab (1) to access the customer purchase history area.
Step 3 - Identify layout for upload
In order to upload your customer purchase history, you need to create a CSV file with the data on. The highlighted section shows you how it needs to be arranged ready for upload. You will need both the customer reference number and internal product codes or GTIN of the products.
Step 4 - Locate customer reference
This reference can be found on the user screen in the customer details section of the user.
See 'Adding a User to Your Wholesaler Account' guide for details of how to set this user up and assign a customer reference.
Step 5 - Arrange your data
As shown in step 3, the data needs to be arranged in 2 columns:
1 - Column A - Customer reference number (this is repeated for multiple products)
2 - Column B - GTIN or local code of the product.
Multiple customer reference numbers can be uploaded at once, in the example, only one is shown.
Step 6 - Save your file
Once the data is arranged correctly the file needs to be saved.
Please note the file requires saving in CSV format for the upload.
Step 7 - Upload the file
Select the file to upload on the right side of the screen and click upload.
Once uploaded confirmation is shown by customer reference and data records under the current customer data heading.
This will now allow your customers to download their purchase history when accessing their Erudus account.
Step 8 - Your customer viewing the data
Once you uploaded purchase history your customer will be able to view the records on the 'purchased' screen.
This is available to download either in PDF or CSV format as shown below.
You can send your customers a link to the guide on 'Downloading Your Purchase History' so they can see how they can download this data.
Below is an example of the data download as a PDF for your customers.