Customer Purchase History

Customer purchase histories stored in spreadsheets, CRM exports, or disconnected order management systems give sales and customer service teams an incomplete and inconsistent view of each customer's buying activity. Orders are not linked to a structured customer profile. Individual order line items are not captured within the order record. Invoices are filed separately and need to be matched manually. Without a centralized, structured purchase history, providing accurate customer service, identifying repeat purchase patterns, and maintaining a reliable commercial record requires more effort than it should.

The Customer Purchase History template for SharePoint, built with Infowise Ultimate Forms, provides a customer-level record capturing the customer ID, name, email address, phone number, and address, with each order entered as a line item linked to the customer. Each order captures the order ID, order date, individual purchase line items with automatic total, status, sales representative, payment method, shipping address, and tracking number. An invoice upload column is also available at the customer level. Every customer record and its complete order history are stored in SharePoint.

How it works

Customer profile

The parent record captures the customer ID, full name, email address, phone number, and address. Capturing a consistent customer profile as the anchor for all purchase activity ensures that every order and invoice is linked to a clearly identified customer record, making it straightforward to view the full commercial history for any customer without consulting multiple systems or manually cross-referencing order data.

Order details

Each order is captured as a line item linked to the customer record, with the order ID and order date recorded at the order level. Individual purchase items within each order are captured as their own line items, with the order total calculated automatically. Capturing purchases at the item level within each order gives the sales and customer service teams a granular view of what was bought, at what quantity and price, within every transaction.

Order status and sales representative

An order status column tracks the current state of each order — pending, processing, shipped, delivered, or returned. A sales representative column records who managed the sale. Capturing both within the order record gives management a filterable view of order pipeline by status and a clear record of sales attribution for commission and performance reporting purposes.

Payment method, shipping, and tracking

Payment method, shipping address, and tracking number are captured within each order record. Capturing shipping address and tracking number at the order level rather than at the customer level accommodates customers who ship to different locations across different orders, and gives the customer service team the information needed to respond to delivery queries without consulting an external logistics system.

Invoice upload

An invoice upload column at the customer level allows invoices to be attached directly to the customer record, ensuring that billing documentation is stored alongside the purchase history rather than in a separate file system.

What you get

• A customer purchase history record capturing customer ID, name, email, phone, and address
• Order line items capturing order ID, date, purchase items with automatic total, status, and sales representative
• Payment method, shipping address, and tracking number captured per order
• Invoice upload linked directly to the customer record
• Every customer record and complete order history stored in a standard SharePoint list
• Filterable by customer, order status, sales representative, or date for sales reporting and customer service
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Customer Purchase History system is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All customer and order records stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.