Customer Product Sales History

Before quoting, salespeople want to see how a product sold to this same customer before. This module adds a History button on the sales order line that opens a wizard listing earlier orders with price, quantity and total. It works on top of Sales and needs no configuration. The result is faster, better informed quotations.

1. 1

   Select customer and product

   On the sales order the user chooses the customer and adds a product line. Both are needed to build the history.

   • Customer on the order
   • Product on the line
2. 2

   Click the History button

   A History button with icon sits on the order line. It calls get_product_history_data and opens the wizard as a popup.

   • Button title: History
   • Opens popup
   • Works line by line
3. 3

   Read the history table

   The wizard shows one row per earlier sale with sale order, unit price, quantity and total for that customer and product.

   • Columns: Sale order, Unit Price, Quantity, Total
   • Read-only lines
4. 4

   Close and price the line

   The user closes the wizard with Cancel and sets the price on the line based on what was seen.

   • Button: Cancel
   • No data changed

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