A question we regularly get via our helpdesk: "How can I see what a customer has bought in the past?" Suppose a regular customer calls and says "just do the same as last year". Then you don't want to go leafing through folders or old emails. Odoo offers several ways to do this, depending on how much detail you want to see.
Via the customer profile (Contacts)
The fastest route. Open the customer in the Contacts module and click the "Sales" or "Invoices" smart button at the top right. You then see all sales orders or invoices for this customer in one overview. Click a specific order to see the product lines. Ideal when the customer is on the phone and you want to answer within ten seconds.
Via the Sales module
Want to see what has been sold per product? Go to Sales → Orders → Sales Orders and work like this:
- Filter on the customer name via the search bar (Odoo automatically suggests "Customer").
- Then group by Product via the "Group By" menu.
- Expand a product group to see the date and quantity per order.
That way you see at a glance which products have been sold to this customer and how often — without having to open a single order.
The best: Sales Analysis
For deeper insight, open Sales → Reporting → Sales. Filter on the customer and group by Product and Year. This gives you not only a product overview, but also trends over several years, average order value and margins per product. You might see, for example, that a wholesale customer has the same peak every spring — useful for your purchase planning and for a good conversation at the annual customer visit.
Tip: save this view as a favourite (arrow next to the search bar → Save current search) so you're one click away for each customer.
Bonus: create a repeat order in one click
On an existing order, you can use "Duplicate" in the gear menu to create a new quotation with the same lines straight away. Handy for regular customers with repeat orders: quickly check the quantities and prices, confirm, done.
Practical tip: train your internal sales team to work via the smart buttons as standard — that saves search time every day. Want to get more out of your sales reports? Contact DAADit Group or start the free Business Scan.
Start the Business Scan →A question we regularly get through our helpdesk: "How can I see what a customer has purchased in the past?" Picture a regular customer calling with "just send us the same as last year". You don't want to dig through folders or old emails. In Odoo there are several ways to answer that, depending on how much detail you need.
Via the customer profile (Contacts)
The fastest route. Open the customer in the Contacts module and click the "Sales" or "Invoices" smart button at the top right. You'll see all sales orders or invoices for this customer in one overview. Click a specific order to see the product lines. Ideal when the customer is on the phone and you want an answer within ten seconds.
Via the Sales module
Want a product-level view? Go to Sales → Orders → Sales Orders and work like this:
- Filter by the customer name in the search bar (Odoo automatically suggests "Customer").
- Then group by Product via the "Group By" menu.
- Expand a product group to see the date and quantity per order.
You'll see at a glance which products were sold to this customer and how often — without opening a single order.
Best: Sales Analysis
For deeper insight, open Sales → Reporting → Sales. Filter by the customer and group by Product and Year. This gives you not only a product overview but also trends across multiple years, average order value and margins per product. You might spot, for example, that a wholesale customer peaks every spring — useful for purchasing decisions and for the annual account review meeting.
Tip: save this view as a favorite (arrow next to the search bar → Save current search) so you're one click away per customer.
Bonus: create a repeat order in one click
On an existing order, use "Duplicate" in the gear menu to immediately create a new quotation with the same lines. Handy for regular customers with recurring orders: check quantities and prices, confirm, done.
Practical tip: train your inside sales team to start from the smart buttons by default — it saves search time every day. Want more out of your sales reporting? Contact DAADit Group or take the free Business Scan.
Start the Business Scan →