My Customers

Accessing the My Customers Page

Navigate to the Contractors section and under the Clients Section click the “My Customers” Button.

Overview

The "My Customers" page lists customers filtered by the Broker setting. You’ll only see customers where the Broker in Customer Settings aligns with the Linked Entity in your User Settings.

Customer List

Each customer entry includes details:

• Company: Customer’s name

• Company Reg. Name: Full registered name

• Status: Customer status

• Compliance: Customer’s compliance status

• S.P.: Sales person or Broker name

• Credit (D): Credit days

• Credit (A): Credit amount

• Cur: Customer’s currency

• Office: Customer's office location

• Country/City: Customer’s country and city

• E-mail/Phone: Contact details

• Industry: Type of industry

• Prospect: Prospect status

How to Create a Customer

1. Click the New Customer button on the left side of the screen.

2. Complete the form with customer information.

Filtering Options

To refine the customer list:

1. Click the Filter button.

2. Filter by:

   • Customer Code

   • Phone

   • E-mail

   • Country/State

   • Greetings

   • Types, Services, Categories

   • Alphabetical Order, New on Top, Deleted

Sorting Options

Sort the customer list by:

• Company Name, City, Category

• ID

• Office

• Broker (default)

• Status

Available Buttons

• Search/Refresh: Search for data or refresh the list.

• Clear Filters: Remove all active filters.

• Groups: Access the Customer Groups page.

• Import: Import customers into Awery. Refer to the Customer Import link for details.

• Export Reports: Export reports in XLS format.