Office Customers

Accessing the Office Customers Page

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

Overview

This page displays a list of customers associated with your designated office as set in your User Settings. It includes various customer details, filtering options, and reporting tools.

Customer List Details

Each entry in the list includes:

• Company: Customer's name

• Company Reg. Name: Full registered name of the customer

• Status: Customer's current status

• Compliance: Notes on compliance

• S.P.: Salesperson (Broker) associated with the customer

• Credit, D: Number of credit days

• Credit, A: Credit amount

• Cur: Customer's currency

• Office: Office associated with the customer

• Country: Customer’s country

• City: Customer’s city

• E-mail: Customer's email address

• Phone: Customer's phone number

• Industry: Customer's industry type

• Prospect: Indicates if the customer is a prospect

Key Functions

Adding a Customer

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

2. Complete the form to add a new customer to your office's list.

Filtering

1. Click the Filters button to open filtering options.

2. Filter by:

   • Customer Code

   • Phone

   • E-mail

   • Country

   • State

   • Greetings

   • Types

   • Services

   • Categories

   • Alphabetically, New on Top, or Deleted items.

Sorting

1. Click Sort to organize the list by:

   • Company Name, City, or Category

   • ID

   • Office (default selection)

   • Broker

   • Status

Other Tools

• Search/Refresh: Refresh or search through the customer data.

• Clear Filters: Removes all active filters on the page.

• Groups: Opens the Customer Groups page.

• Import: Allows importing customers into the Awery system.

Reports

Generate reports by pressing the Reports button.

Two types of reports are available in Excel format:

• Customer List

• Export Customers