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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Buying History
Small and medium business | Business Central, N...
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Customer Buying History

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Posted on by Chintan Gandhi 15

Hello All, 

I am new to Business Central and I want to see customer buying history.

For example, if a customer email us an places an order and says please order the same shirts and size. 

I am looking for a quick way to look at it rather than doing reports or going in each invoice etc. 

Thanks, 

Chintan

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,045 Moderator on at
    RE: Customer Buying History

    An easy way is to go to Item Ledger Entries

    Filter on source type = customer

    And Source no = customer no.

    And you get a list of every item you have sold to that customer.

    pastedimage1659276082870v1.png

  • Suggested answer
    Jeffrey Bulanadi Profile Picture
    Jeffrey Bulanadi 8,433 on at
    RE: Customer Buying History

    Hi Chintan,

     

    I would strongly suggest to find the order of an existing thru sales order archived.

     

    Or go to customer card then on your right panel you can see the customer sales history factbox where it shows the recent order from that customer.

     

     pastedimage1659294652404v1.png

     

     

     

    If you find this useful please give it a like or verify the answer. By this way you can help other members know that the topic has been answered. Have a nice day. Thank you.

     

    Cheers,

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