Customers View

Retail > Customers > Customers

What is the view used for?

  • View all of the customers available.
  • Search for groups, and individual customers using the search filter.
  • Edit a customer
  • Add customers to groups
  • Set blocking status for customer
  • Scroll the customer pages with the forward/back buttons.

Note:

You can choose which column the customers are ordered by, by clicking on the column header, it will automatically choose an upwards pointing arrow that orders 0-10 and A-Z, reverse the order by clicking again and making sure that the green arrow points downwards.

Customers can be searched in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the Customer view.

Fields & buttons Description
  • ID or Description
  • Sales tax group
  • Invoice customer
  • Price group
  • Line discount group
  • Total discount group
  • Blocking status
  • Tax exempt
  • Deleted

Select a filter type for each search filter line

Check the box to use the search criteria

Search can be filtered on customers having blocking status as blocked, limited to invoices, not blocked or all

 
  • Begins with
  • Contains
  • Begins with: Selecting this option allows you to search for the beginning of the customer description, ID or Account number. (This is the default setting)
  • Contains: Selecting this option allows you to search for the number or letters within the customer description, ID or Account number.

This field is only visible for types that allow free text search. That is ID and description.

Search field Enter the search criteria. For ID or description you can enter a free text but for all the other types you select one group, blocked or such.

If there are more than one lines press this button to delete a search criteria.

You can also unselect the check box to exclude a criteria from the search.

Press this button to add search criteria

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened
  • Load default layout: If you have edited the search settings since you last opened the Customer list view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the buttons in front of the filter type

Button:
Search

 Press this button or hit enter button on keyboard to search for a customer with the filters set.
Fields & buttons Description
ID Displays the customer ID
Name Displays the customer description
Cash customer Displays whether customer is a cash customer or not
Sales tax group Displays the customer sales tax group
Price group Displays the customer price group
Line discount group Displays the customer line discount group
Total discount group Displays the customer total discount group
Credit limit Displays the customers credit limit
Blocking status Displays the customer blocking status
Select this button to scroll back through the list of customers. This button is only enabled if there exist more than 500 customers
Select this button to scroll forwards through the list of customers. This button is only enabled if there exist more than 500 customers
Edit Highlight a customer line on the list and click on this button to edit the customer. Opens the Customer ID View.
Add Click on this button to add a new customer. Opens the New customer dialog.
Delete

Highlight a customer line on the list and click on this button to delete the customer.

Note: If the customer belongs to any transaction or has any entries in Customer ledger, the system won't allow to delete it. It will be offered to block the customer instead.

All customers can be deleted as nothing is actually deleted from the data. Customers are only marked as deleted and can be recovered. To recover a customer select the attribute search filter and select Show deleted. All deleted customers will then be displayed in the search results and you are able to undelete them by using the Delete button.
Link: Label printing Click on this link to open Label printing dialog.
  • Label printing
  • Add to price group -
    • Highlight a customer(s) line(s) and select this button to add customer(s) to price group
  • Add to line discount group -
    • Highlight a customer line and select this button add customer to line discount group
  • Add to total discount group -
    • Highlight a customer line and select this button to add customer to total discount group
  • Blocking -
    • Highlight a customer line and select this button to set blocking status for customer

Note:

Some actions and operations are available for multiple items at the same time. Multiple items can be selected by holding down Ctrl or Shift while selecting from the list.

When the lines have been selected the action can be selected from the Actions menu or by right clicking the selection.

See also

 

Last updated: 3rd Feb 2017
Version: LS One 2017