Purchase History

The "Purchase History" page provides your users with a variety of ways to view item purchase data over the last 12 months.

 

Select Options

  1. Select a timeframe and quantity and click "View Purchase History".
  2. Type in a part number and click "Find Purchase History".
  3. If you use "View Purchase History", you will have the option to view item-category-based charts of the resulting data by clicking the "Show Charts" button.

Note, you can filter by Month to Date and Year to Date. 

Browse Purchase History Results

  1. Clicking the Item Code will take you to that item on the website.
  2. Clicking "View History" will show your Customer ID's Item Purchase History.

Item Purchase History

When you click on the "View History" link, you are taken to a page where you can review the item's purchase history.  Clicking an invoice number will show you the complete invoice.

To make the search of Items in the history easier, the list is displayed in chronological order.  

Purchase History Charts

When you use the "View Purchase History" feature you will get a list of items and quantities for the criteria you entered.   WebAlliance can use that information to generate charts that provide a useful visual overview of the data.  Once you've generated a list of items, you can click the "Show Charts" button to get started.

Summary Chart

"Show Charts" will display a Summary chart using the data you selected.  The categories listed here are representative of the bottom level categories that purchased items are in.  For instance, if the category path to a particular drill bit is Cutting Tools>Drills, that item would be included in the data shown for the Drills category in the listing.  The categories listed display a sum of the number of invoices and dollars spent on the items in that category. 

  1. You can switch between the "Summary Chart" and a "Total Spent Chart" using the buttons at the top of the chart.
  2. You can zoom in and out of the Summary Chart using the provided buttons.  The default zoom level shows all of the data for the criteria you selected.  Zooming in brings the categories with lower numbers of invoices, and lower dollar amounts into focus.
  3. The "Reset Zoom" button will reset the zoom to its default level.
  4. The "Hide Charts" button will close the charts section of the page.
  5. Hovering over the bars in the chart will give you the number of invoices or total dollars spent for the category you hovered over.  Clicking on the bars will take you to a month by month summary of the category you clicked.
  6. Clicking on "Number of Invoices" or "Total Spent" will remove them from the bar chart.
  7. The summary also shows you the dollar amount and number of invoices for all non-categorized items that met your criteria.

Total Spent Chart

The Total Spent Chart is another representation of the data shown on the Summary Chart.  It shows the percentage of the overall dollars spent that each category represents.

  1. Hovering over a section of the pie chart will show you dollars spent and the percentage of the total dollars spent that it represents.  Clicking on a section of the pie chart will take you to a month by month summary of the category you clicked.
  2. Clicking on an item in the list will remove it from the pie chart.

Category Summary Chart

You can view this chart by clicking one of the bars on the Summary Chart or one of the sections of the Total Spent Chart.  This chart represents the dollars spent and the number of invoices, by month, for the category you selected.

  1. Clicking on "Total Spent" or "Number of Invoices", respectively, will remove them from the bar chart.
  2. Hovering over the bars will give you the dollars spent or the number of invoices respectively.