Who Did I Sell This To? (Item and Customer History)
Two questions that come up constantly:
- “I sold an item — who did I sell it to?”
- “What has this customer bought from me?”
You don’t have to scroll through invoices. Both the item and the customer have a History tab — a single chronological timeline you can filter, search, and click into.
You can stop calling support to find this. It’s all on the History tab.
How the timeline works (both views)
Both History tabs share the same layout:
- One chronological list, newest first.
- Type filter buttons across the top — tap All, or tap one type (Invoices, Memos, Returns, Repairs, Custom Jobs…) to show only that type. Tapping another type switches to it. Only the types that actually exist for that record get a button.
- A search box and a From / To date range to narrow further.
- Each row’s colored type badge tells you what it is at a glance.
- Click any row to open a read-only quick look (the invoice, memo, repair, or appraisal) without leaving the page.
- Load more pulls in older rows as you scroll the history.
Item history — “who bought this?”
Open any inventory item (jewelry, watch, diamond, colored stone, pearl) and click the History tab.
Each row shows: Date · Transaction · # · Customer · Quantity · Price · Salesperson — every invoice, memo, memo return, and repair/custom job this exact piece appeared on. If it was sold, the row tells you who bought it, when, for how much, and which salesperson — no searching anywhere else.
A piece made for a customer on a custom job shows that job and the invoice that billed it, even though the invoice line is for the job rather than the item.
Model history — “what have we sold this model for?”
Watches often come in many of the same reference. A watch that has a Model # gets a Model History tab next to History. It lists every invoice, memo and memo return for any watch with that model #, not just this one, plus any line whose description mentions the model #.
- Letter variants are included. Model # 16613 also finds 16613T, 16613 T and 16613 blue, but never 116613, which is a different watch.
- The tiles across the top count the watches with that model # and how many are in stock, on memo and sold.
- The Stock # column shows which watch each line was; click it to open that watch. The watch you’re on shows in bold.
- A line marked Found in the description only is not a watch with this model # on file. It matched because the model # was typed in the line’s description.
- Click a row to open the invoice, memo or return.
When there’s no watch to start from, like a customer calling to ask whether they ever bought a 16613, use the Sales by Model # report in Reports. Type the model #, press Enter, and optionally set a date range. It shows the same lines, with a Salesperson column, and exports to Excel or CSV.
Customer history — “what have they bought?”
Open a customer’s contact page and click the History tab.
Each row shows: Date · Transaction · # · Total · Salesperson — every invoice, memo, memo return, work order (repairs and custom jobs), and appraisal for that customer.
The History tab only appears on contacts that are customers. Vendor-only and partner-only contacts don’t have one — they have no customer transaction history.
Looking for what you bought from a vendor? That’s not on the contact — open any inventory list (jewelry, diamonds, etc.) and use the Vendor filter. It lists every item sourced from that vendor.
Tip — for staff on the sales floor
When a customer walks in saying “I bought a piece here a few years ago, can you tell me what it was?”, open their contact, click History, and either scroll or filter to Invoices. Everything they’ve ever bought is right there, and each row opens the original document.
The Customer Purchase History report
The History tab is the quick on-screen lookup. When you need a clean, exportable version for one customer, run the Customer Purchase History report from the Reports module. Pick a customer (and an optional date range) and it lists every invoice — Date, Order Type, Salesperson, Store, Item Count, Subtotal, Tax, Total, Paid, and Balance — under a header with the customer’s name, email, and phone. Export it to hand the customer a statement of their purchases or to attach to their file.