ANS-0124 · SAVED SEARCHES & FORMULAS
How to Generate a Detailed List of Items Purchased by a Customer in NetSuite
Efficiently track and analyze customer purchasing history using NetSuite's powerful saved search functionality.
Short answer
To obtain a list of items purchased by a customer in NetSuite, create a Transaction Saved Search. Filter the search by the desired customer and item criteria. This method allows for comprehensive customization of the displayed data, providing detailed insights into customer purchasing history and trends.
Scenario
Organizations often need to retrieve a detailed list of items that a specific customer has purchased. This information is crucial for sales analysis, inventory management, and understanding customer buying behavior. Standard reports may not always provide the exact level of customization required for specific business needs.
Solution
To obtain a list of items purchased by a specific customer, utilize NetSuite's Saved Search functionality. Begin by creating a new Transaction Saved Search. Within the Saved Search, apply relevant filters to specify the customer and any desired item criteria. The 'Customize View' option within the Saved Search allows for further refinement of the displayed columns and data presentation to meet specific reporting requirements.
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