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Customer Sale Order History
Customer Sale Order History is a productivity-focused sales enhancement module for Odoo that gives businesses a clear and organized view of each customer’s past sale orders directly within the Sales Order and quotation screens.
Features
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Features
Customer Sale Order History
This feature brings the customer historical sale orders directly into the Sale Order form, making past transactions immediately accessible during quotation creation. Sales teams no longer need to navigate between multiple menus or reports to understand buying patterns.
Quick Reorder from History
Reordering products becomes effortless with a built-in action that allows users to add items from previous quotations directly into the current sale order. This is especially useful for repeat customers who frequently purchase the same products.
3. Configurable History Limit
The module provides a flexible configuration option to control how many past sale orders are shown in the history tab. Businesses can adjust this limit based on their operational needs and system performance preferences.
Screenshot
1.) Sale Order History Tab in Quotation
The Sale Order History tab enhances the quotation view by presenting a structured list of previous orders for the selected customer.
2.) Reorder Products from Past Orders
A dedicated reorder action allows selected products from historical quotations to be added directly to the current sale order lines.
3.) Reorder Validation Warning
Built-in validation ensures reordering is only allowed from quotations in valid states, such as Quotation or Sent Quotation.
4.) Sale Order History Limit Configuration
A simple configuration setting in Sales allows administrators to define how many past sale orders appear in the history tab.
User Guide
