Customer Record Detail

Customer Record Detail

Note: not all tenants will have the same fields and user access may restrict the ability to access some functionality.

Editing the customer record 
  1. Details - edit the customer contact information 
  2. Finance - update/view the customer credit limit and other finance related items
  3. Activity - add notes to the customer record
  4. Tax Exemptions - set up Federal and Provincial/State tax exemptions
  5. Credit Limit - allows updating of credit limit and displays credit used

The following functionality is available when viewing the customer record ;
  1. Sales Pricing - create special/contract pricing by product for the customer (more details)
  2. Contacts - add contacts to the customer record (demo). 
  3. History - displays all events related to the customer.  These can be filtered, searched, and are linked back to the event.
  4. POS Sales - displays POS sales orders by line item
  5. Account - displays current receivable/deposit amounts, perform account payments, and statement distribution 
  6. Credit - displays customer credits and allows to add manual credits
  7. Tax Exemptions - displays tax exempt status
  8. Ship To - displays Ship To records and allows to add additional
  9. Attachments - ability to add documents to Customer; ie. contract agreements, images, etc. 


 

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