Customer Lookup |
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Go to Customer > Lookup
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Customer Lookup Form
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 () , 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 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 Actions Available in the Customer Lookup Form Note: you can also do Bulk Changes in the Extended Lookup form Select the Customers for Bulk Actions: Use the checkbox |
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With Selected: |
Select the "Bulk Change Selected" tab |
Auto Reconcile |
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Payment Terms |
Bulk change the payment terms |
Client of Branch |
Bulk change the customers "Client of Branch" |
Branch |
Bulk change the customers Branch |
Statement type |
Bulk change the Statement Type |
Right-Click Actions in the Customer Lookup Form |
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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 loyalty card 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.
