Who Did I Sell This To? (Item and Customer History)

Two questions that come up constantly:

1. “I sold an item — how do I find out who I sold it to?”
2. “What has this customer bought from me?”

You don’t have to scroll through invoices. JewelTrak keeps a full history on every item and on every contact, accessible in one click.

You can stop calling support to find this. This information has always been there — it’s just not obvious where to look until someone shows you.

Item history — “who bought this?”

Open any inventory item (jewelry, watch, diamond, colored stone, pearl) and click the History tab.

You see, in chronological order:

• When it was received and from which vendor (purchase receipt + cost).
• Every time it went out on memo (which customer, when, return status).
• Every appraisal performed against it.
• Every repair job it was involved in.
• The invoice that sold it — customer name, date, salesperson, sale price.
• If it was returned, the memo return or refund record.
• Anything else: scrap-out, write-off, transfer between stores.

If an item was sold, the History tab tells you who bought it and when without searching anywhere else.

Customer history — “what have they bought?”

Open any contact’s detail page and click the History tab.

You see every transaction this customer has had with you:

• Invoices (with status: Open, Finalized, Voided)
• Payments and refunds
• Memos out and memo returns
• Repair work orders
• Appraisals
• Store credit activity

Each row links to the original document so one click takes you straight there.

For partner contacts the History tab is empty — partners don’t have a transaction history in the customer-purchase sense; their activity lives in the Partnership Settlements module instead.

What this replaces

If your workflow today is “open Invoices, search by date, scroll until I see the item / customer,” stop. The History tabs answer those questions in one click and won’t miss a transaction.

Same goes for “did this customer ever buy this style?” — open the customer’s history and search/scroll the list, faster than running a report.

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, scroll. Everything they’ve ever bought is right there with photos.

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.