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Customer Purchase History

  • 9 January 2024
  • 7 replies
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dougmcbride79
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Is there are report or GI in Acumatica where one can see a customers purchase history by item?

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Best answer by Kandy Beatty 9 January 2024, 23:20

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Kandy Beatty
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Hi @dougmcbride79 

There is not one out of the box, but here is one that is I have used for Invoiced Items that you could use if you would like.

 

I made it into a Pivot Table (these are WAY under used in my opinion in Acumatica) as well!

 

 

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Kandy Beatty
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Here is what the Pivot Table looks like as well

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
dougmcbride79
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Thank you so much.  Very kind of you.  

Laura02
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Hello @dougmcbride79 ,

Did you consider the Sales Profitability Analysis screen? It shows sales order history by customer and item.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
dougmcbride79
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Thank you so much.  

dougmcbride79
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Kandy Beatty: Thank you again.  We have installed your pivot table.  WOW. So helpful.  Our sales team began using it for a long standing issue we had.  Thank you again.  Doug

Kandy Beatty
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Kandy Beatty: Thank you again.  We have installed your pivot table.  WOW. So helpful.  Our sales team began using it for a long standing issue we had.  Thank you again.  Doug

Glad to have helped @dougmcbride79. Again, I think Pivot tables are so under used in Acumatica. I’ve started showing them more recently and the feedback is that most people didn’t even know they existed. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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