Need to find the customers who have not made a purchase with in the past year (dormant accounts)
Solution
There are direct fields are available in the Customer search to filter that customer.
Following are some of those fields
- Date of First Sale: First Invoice or Cash Sale from the Customer
- Date of First Order: First Sales Order from the Customer
- Date of Last Sale: Last Invoice or Cash Sale from the Customer
- Date of Last Order: Last Sales Order from the Customer
Notes:
- Any Transaction with $0 Amount will not be captured by those four fields
- Subcustomers’ transactions (might be showing on the Parent Customer’s Record under Sales tab > Transaction Section) will not be captured for those four fields for the Parent Customer.
In this scenario, we can make use of the Date of Last Sale to find the Dormant Customer
