Customer Extended Lookup

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Customer Extended Lookup Form

Go to: Customer > Extended Lookup

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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The Customer Extended Lookup Form provides advanced tools for managing customer records.

 

Key Features:

Filter for specific customers

Print labels or barcodes for selected customers

Open Customer Form for editing

Access Enquiry Form. This report shows the invoices, payments, journals and credit notes that make up each customer's account.

View Loyalty Card Details

Customer Sales Analysis – Track growth and average sales

Sales History Tab – View a history of customer purchases

 

Bulk Changes:

Perform bulk updates from the Bulk Change Selected tab.

Click on the tab to see available bulk changes.

 

Analysis Tab:

Get a summary of detailed data

Use Pivot Grids for flexible data analysis

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Sales RouteLead SourceLast Conversation DateLast PurchaseLC ExpiryLC PointsLC NameCredit LimitPrice LevelemailClerkRepName NoteObjectionsName NoteLead StatusSales PipelineLead RatingSecurityPrint LabelsPrintClear FilterRefreshOpen EnquiriesOpen CustomerLoyalty CardSelect VisiibleCheckboxRow SelectorSummary barColumn ChooserHeadingSearch RowGrid ReportEdit FilterDSelect VisibleAnalysisGlobal ChangesCustomer_Extended_Lookup

 

Some of the reports you can get from the Customer Extended Lookup Grid Reports

1. Accounts opened this month.

Use the date opened column and filter for:

Filter_Editor_Accounts_Opened_This_Month

See also the First Invoice Date column for the date of first purchase.

 

2. How many web clients do we have?

SI+ automatically insert the word web- as part of the clients code.

Use Status 1 or Status 2 or Lead Source to specify that this is a web-client. (These fields are used in the Extended Lookup > Analysis Tab)

 

3. Loyalty Cards that expires this month.

4. All customers whose birthday is this month.

5. Days since last purchase.

6. First Invoice Date

7. Suspended customers

 

https://bit.ly/SI_Customer_Extended_Lookup

 

 

 

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