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Sales History By Customer By Item while entering sales order line or Quote

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Posted on by Samantha73 2,276
Hi Guys
Is there a quick way to see what a customer has previously ordered/invoiced by the item on a sales order? Often you need to see previous prices, quantities etc for the same item? Is there a standard way of getting this info without running a separate report or do we have to customise - say add a fact box or something like that
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Sales
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,191 Super User 2024 Season 2 on at
    Sales History By Customer By Item while entering sales order line or Quote
    Hi, I think you can just use the Sales Lines or Posted Sales Lines page.
     
    Hope this helps.
    Thanks.
    ZHU
  • gdrenteria Profile Picture
    gdrenteria 9,942 Most Valuable Professional on at
    Sales History By Customer By Item while entering sales order line or Quote
    Hi
    You could review some of the standard reports that may be close to what is requested. I hope it helps you.
    Best
    GR
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 22,350 Super User 2024 Season 2 on at
    Sales History By Customer By Item while entering sales order line or Quote
    As far as I know, there isn't a feature that directly shows the breakdown of items sold, including prices and quantities, from the sales order. While the Sell-to Customer Sales History factbox is available, it requires you to click on it and open each sales invoice individually.
     
    The 'Customer/Item Sales' report is the closest option, but as you mentioned, it's not directly accessible from the sales order. Your idea of creating a new factbox sounds like the best solution; it could essentially display the same information as the 'Customer/Item Sales' report.
     

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