Customer Lookup

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Customer Lookup Form

Go to Customer > 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 Lookup Form is used to manage customer records efficiently. It allows users to:

Filter for specific customers

Perform bulk changes on selected customers, including:

oAuto Reconcile, Payment Terms, Client of Branch, Statement Type

Edit customer details

Print customer statements

View transaction details, balances, loyalty points, and linked equipment

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

Client ofSummary BarSecurity SettingsGlobal ChangeStatementPrintInterestCheckboxWorkshopCash ClientAuto ReconcilePayment TermsAdminRepresentativeSuspendedActiveHeader RowHeadingCheckboxOpen EnquiriesPrint LabelsEdit FilterGrid ReportSelect VisibleCheckboxSearch BarCustomer EquipmentLoyalty CardNew ConversationOpen FormSelect VisibleClear FilterRefreshCustomer_Lookup

 

Menu Items

Menu items on the Customer Lookup Form Explained

 


Print Labels

Print Customer Labels

The Print Customer Labels feature allows you to print a label for each customer.

 

How to Print Labels for Specific Customers:

Use the Select Visible button to print labels for filtered customers.

Manually select customers using the Row Select Column.

 

Design your own label in Customer Options > Printing Form.

Tab

Tabs in the Customer Lookup Explained

Bulk Change Selected tab

Click on the Bulk Change Selected tab (see image above) to see what bulk changes you can do .

Note: you can also do Bulk Changes in the Extended Lookup form

Right-click Menu

Right-click Menu Options on the Customer Lookup Form Explained

Open Customer

Open the selected customers data for editing.

Open Enquiries

See the transaction detail, balances and you can do allocations.

New Conversation

This opens the Quick Add Conversation form.

Statement

Print the customer's statement.

Loyalty Card

Show points earned and from which invoices.

Show Equipment

Equipment linked to this customer, you can also add new items.

 

Please note

That only the Active Customers are listed in the grid. Click on the Show All [F3] Button to list all customers.

Double click the first column to edit the customer and the second column to go to allocations and Enquiries or right-click on the customer you want to edit.

 

https://bit.ly/SI_Customer_Lookup

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