Office Customers

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Overview

Office Customers page displays the list of Customers related to your office

(the office is selected in your User Settings)

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 

• 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 - is selected by default
• 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

• 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