Customer Lookup |
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Customer Lookup Form
Overview
The Customer Lookup Form is a powerful tool for managing customer records. It enables users to filter customers, perform bulk updates, edit customer details, print statements, and access transaction details, balances, loyalty points, and linked equipment.
Accessing the Customer Lookup Form
Navigate to Customer > Lookup.
Key Features
Filter Customers: Search for specific customers using the filter bar.
Bulk Changes: Update multiple customer records simultaneously (e.g., Auto Reconcile, Payment Terms, Statement Type).
Edit Customer Details: Modify individual customer profiles.
Print Customer Statements: Generate customer statements directly from the form.
View Details: Access transaction history, balances, loyalty points, and linked equipment.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Actions Available in the Customer Lookup Form |
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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 all filtered customers. •Manually select customers using the Row Select Column.
Design labels: Customize label layouts in Customer Options > Printing tab.
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Bulk Actions in Customer Lookup Form Purpose: Apply updates to multiple customers at once..
✅ How to Select Customers: 1.Use the checkbox 2.Use the filter bar and click Select All to select all filtered customers.
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Bulk Change Options (via Bulk Change Selected tab): |
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Option |
Description |
Auto Reconcile |
Enable auto-allocation of payments to oldest invoices (checks the Auto Reconcile box in Customer > Financial Info).
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Payment Terms |
Update payment terms for selected customers.
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Client of Branch |
Change the “Client of Branch” field for selected customers
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Branch |
Assign a new branch to the selected customers.
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Statement type |
Updates the statement type (e.g., Open Item, Balance Brought Forward) for selected customers. |
➢ Note: You can also perform bulk actions in the Customer > Extended Lookup Form.
Right-Click Actions -- Customer Lookup FormRight-click a customer in the Customer Lookup Form to access the following options::
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Open Customer |
Open the selected customer's full profile for editing.
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Open Enquiries |
Displays the customer’s transaction history and balances. Allows direct payment allocation to outstanding invoices. For a quick summary of owed amounts, use Customer Age Analysis.
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New Conversation |
Opens the Quick Add Conversation form to log customer communication.
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Statement |
Customer Statement. Print or Email the customer’s statement (choose from Open Item, Balance Brought Forward, or Date Range)
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Loyalty Card |
Shows the customer’s loyalty card details, including earned points, related invoices, and options to adjust or review points.
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Show Equipment |
Displays all equipment linked to the customer, with the option to add new equipment.
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New Job For This Customer |
Creates a new Job Card for the selected customer. |
Additional Notes
•Viewing All Customers: By default, only active customers are displayed. Click the Show All [F3] button to list all customers, including inactive ones.
•Editing Customers:
•Double-click the first column to edit the customer’s profile.
•Double-click the second column to access Allocations and Enquiries.
•Alternatively, right-click the customer and select Open Customer or Open Enquiries.
•Printing a Single Statement: Right-click a customer, select Statement, and choose from:
•Open Item Statement: Lists all open transactions.
•Balance Brought Forward Statement: Shows the carried-forward balance.
•Date Range Statement: Displays transactions within a specified date range.
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Related Processes: For bulk statement emailing or payment allocations, refer to the Customer Statements and Allocations Guide.
