Point of Sale - Customer history

POS Order Line Customer History

This module adds a feature in the Point of Sale (POS) interface to allow users to view the sales history of a selected customer and reuse past order lines in new orders.

Features

Adds a “History” button above the customer details on the POS screen.
When clicked, opens a new view showing past pos.order.line records for the selected customer.
If no customer is selected, a popup is displayed with the message:

“You must select a customer first”

History View

Displays a list of past order lines for the selected customer.
Ordered by most recent first.
Shown fields:
- Date
- Product
- Quantity
- Discount
- Price Unit
- Total

Functionalities

Sortable Data: Users can sort the list by selecting from a dropdown with the following options:
- Date ASC
- Date DESC
- Product ASC
- Product DESC
- Price Unit ASC
- Price Unit DESC
- Qty ASC
- Qty DESC
- Total ASC
- Total DESC
Search Bar:
- Filter by product name or barcode
- Filter by date
Line Selection:
- Select one or more lines from the list.
- Add selected products and their quantities to the current POS order.
- Note: Discounts and prices are not copied, only product and quantity are reused.

Usage

Select a customer in the POS interface.
Click the “History” button to view their order history.
Use the search and sort features to find relevant products.
Select lines and add them to the current order as needed.

Technical Information

Compatible with Odoo 17.0
Developed following OCA module standards.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

Serpent Consulting Services Pvt. Ltd.

Contributors

SerpentCS:
- Parvez Qureshi <parvez.qureshi@serpentcs.com>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/pos project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.