The Item Sales History By Customer list can show you every sale of every inventory item (including non-stock, service, and labor) along with the customer, date, unit price, and more. And if you double click on any line, it will open that transaction so you can get all the details.

The primary method of accessing this list is through the Lists menu. Just click on Lists > Inventory & Services > Item Sales History By Customer. At the top of the window, you can choose to look at a single inventory item or all. Next choose the date range you want to see. You’ll get a list of all sales for the item(s) you selected. The search function acts like a filter and lets you find information in any column. You can also click on any column heading to sort by that column. For example, you could click on Customer Name to see what each customer is buying or Date to see when an item is being purchased. Like all other lists, you can click on the Settings button at the top to add or remove columns, such as sales rep, invoice number, or last unit cost (sorry but there’s no way to add the actual cost of goods sold).

Remember that all lists can be sent to Excel so if you want to filter on more than one column or add subtotals, such as by customer, just click on the Send To button and choose Excel.

You can also add the Item Sales History By Customer list to the Customer Managements Center. Click on the Customers & Sales tab on the left side of the main Sage 50/Peachtree window, then click on Customer Management and Customize This Page. You will be able to see all the same information as the full list, but filtered down to just the customer you are currently viewing in the Customer Management center.

If you have Sage 50 Quantum, the Item Sales History By Customer can also be added to the My Dashboard area. From My Dashboard, click the Customize This Page button. Find Item Sales History By Customer in the list and click the Add button. When using it from the dashboard, you can limit it to a single item using the Item ID drop down list or click the Show All button to list sales for all items. Click the Advanced Search link to filter on another column.



This is an update to a post originally published October 2009