How to Maintain Your Housefile

To decide which information to capture, retain all customer and associated transactional data during the order-processing step. This data can be incorporated into a large-scale marketing database. To create a simple housefile, however, the basic information required includes name and address, date of purchase, dollar amount of purchase, and the source code related to the purchase. From these few pieces of data, you can discern a customer’s gender, total lifetime dollars spent, original purchase date and most recent purchase date.