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 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
- 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