Purchased products per customer
This report shows everything one customer has bought — which product, on which order, at what price, and when. Use it when you want to see the purchase history without opening order after order.
Open the customer card and select Purchased Products in the Actions-menu. The page header is «Products purchased by» and the customer's name.
This is a different report than Reports > Purchased Products, which shows sales across the entire store without distinguishing by customer.
What the list shows
One line per order line, i.e., per product per order. If the customer bought the same product three times, you get three lines — each with its own date and price.
Column | Content |
|---|---|
Product | The product name. Click to open the product. Variant is shown as a badge next to the name |
Item No. | The item number |
Purchase Date | When the order was placed |
Order | The order number. Click to open the order |
Price at purchase (excl. VAT) | The price the customer actually paid per unit, excluding VAT |
Price at purchase (incl. VAT) | Same price with VAT added |
Quantity | Number of units on the line |
Line total (excl. VAT) | Price at purchase multiplied by quantity, excluding VAT |
Line total (incl. VAT) | Same total with VAT added |
Price at purchase is historical. If you have changed the product's price afterwards, or the customer bought it on offer, the report shows the price that applied at the time of the order — not today's price. The same applies to product name and variant: they are shown as they were when the customer made the purchase, even if you have changed them later.
Both online orders and POS sales are included.
VAT
All amount columns state in the header whether they include or exclude VAT, so you are not in doubt about what you are comparing.
The VAT rate is retrieved from the order line as it was when the customer made the purchase, not from the product today. If you change the VAT rate on a product later, old purchases will still reflect the rate they were actually sold at. If items are sold at different rates — for example, food and other goods — each line is calculated with its own rate.
If an item is sold without VAT, the two columns are identical.
Summary
At the bottom are three totals: Total number of products purchasedTotal sum (excl. VAT) and Total sum (incl. VAT)
The totals apply to all lines that match your filters and search — not just the page you are viewing. If you filter by a year, you get the total for that year.
Both total sums are calculated from the lines in the list, so they match what you see — even when the lines have different VAT rates.
Filters
Click Filter to narrow down.
Filter | What it does |
|---|---|
Purchase date | Date range for when the order was placed |
Include canceled orders | Off by default, so canceled orders are excluded |
Group identical products | Combines repeated purchases of the same product |
Exclude shipping and other non-product lines | Removes lines without a product behind them |
Group identical products
With this enabled, you get one line per product and variant instead of one per order. Practical when you want to see what the customer buys, not when
Three columns change meaning when you group:
- Purchase date becomes Last purchased — the most recent of the purchases
- Order becomes Orders — the number of orders the product was purchased on, since one link no longer makes sense
- Price at purchase becomes Average price paid — the same product can be purchased at different prices over time. You get the average both without and with VAT
Variants are kept separate. If the customer has bought the same sweater in both medium and large, you get one line per size.
The totals at the bottom are the same whether you group or not — only the display changes.
Exclude shipping and other non-product lines
Shipping is normally a separate sum on the order, not a product line, and therefore does not appear in this report. The exception is order lines that have been entered manually — for example, a shipping fee or an addition made to a manual order. Such lines do not have a product behind them, and it is these that this filter removes.
Turn it on when you want pure product counts, and leave it off when you want to see the full order overview.
Export to CSV
- Set filters and search as you want the export.
- Open Actions at the top right and select Export to CSVYou will be sent to
- Export Archive. When the status is «Ready», download the file.
The export follows what you have on screen: if you group, the export will be grouped. The filename contains customer number and name, so the files are easy to distinguish when you have exported multiple customers.
Tips
- If you are evaluating whether two accounts are duplicates, compare the purchase history. If only one of them has purchases, the choice is simple.
- Customers who ask "what did I buy last year?" can be answered with a date filter and grouping.
- If you want to find out how many people have bought a specific product, it is Reports > Purchased products you should use — this report answers the opposite question.