customer management icon

Customer Management

 

The Customer Records component enables you to comprehensively manage your customer details.

It comprises the following six tabs, each providing information about the selected customer:

Customer Details - Primarily contains your customer address/delivery details
Contact Details - Add/Edit/Delete extra contact information for the current customer
Statement - View/Print/Edit the Statement for the current customer
Sales - Filter/Search/Add/Delete/Print/Export all Sales transactions for the current customer
Transfers - Filter/Search/Add/Delete/Print/Export all Transfer transactions for the current customer
Quotations - Filter/Search/Add/Delete/Print/Export all Quotations for the current customer

 

Within this component you can:

Create a new customer

Search for a customer

Edit a customer

Delete a customer

Create a new Invoice

Create a new Credit Note

Create a new Quotation

Add extra Contact details

Add extra Delivery details

View/Edit/Print a Statement

View/Add/Edit/Delete/Print Sales transactions for this customer

View/Add/Edit/Delete/Print Transfer transactions for this customer

View/Add/Edit/Delete/Print Quotations for this customer

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customer management button