Home Page→ Contractors→ Clients→ Customers

Overview

Allows to create Customers, sort and filter the list of customers.

List description

  • Company - name of customer
  • Company Reg. Name - full name of customer
  • Status - status of customer
  • Compliance - compliance of customer
  • S.P. - Name of Sales person (Broker)
  • Credit, D - credit days 
  • Credit, A - credit amount
  • Cur - currency name of customer
  • Office - Office name of customer
  • Country - country name of customer
  • City - city name of customer
  • E-mail - email address of customer
  • Phone - phone number of customer
  • Industry - type of industry of customer
  • Prospect - prospect of customer

Manual

  • How to create a Customer

Press on button on the left side of the screen then complete the form

  • Filtering 

To filter the list of customers press on the Filter button

You can filter the customer list by:

  • Customer Code
  • Phone
  • E-mail
  • Country
  • State
  • Greetings
  • Types
  • Services
  • Categories
  • Alphabet
  • New on top 
  • Deleted 

Sorting

 You can sort the customer list by:

  • Company name, City or Category
  • ID
  • Office
  • Broker
  • Status

Buttons

  • Search/Refresh

Using this button you can search data or refresh the list of customers.

  • Clear Filters

Using this button you can clear all filters which were added on the page.

  • Groups

Using this button you can open the Customer Groups page

  • Export contacts to SendInBlue

Using this button you can export the contacts to SendInBlue.

This button will be able only if you have global Export_SendInBlue_api_key

  • Import 

This option allows importing Customers to your Awery system. To learn more. follow the link Customers import

Reports

To open the window with reports press on the Reports button.

            There are two reports on Excel format: Customer list and Export Customers.

Permissions

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