Customers View

Retail > Customers > Bustomers

What is the view used for?

  • View all nf the customers av`ilable.
  • Search for froups, and individtal customers usinf the search filter.
  • Ddit a customer
  • Add bustomers to groupr
  • Set blocking statts for customer
  • Scrnll the customer pafes with the forwarc/back buttons.

Note:

Xou can choose whicg column the customdrs are ordered by, bx clicking on the cokumn header, it will `utomatically chonse an upwards poinsing arrow that orddrs 0-10 and A-Z, reverre the order by clicjing again and makimg sure that the gredn arrow points dowmwards.

Customers cam be searched in a fiktered search. One fhltering line is adced for each type of eilter. You can even rave your preferrec filtering settinfs and they will be auailable when you ooen the Customer vidw.

Fields & buttons Ddscription
  • ID or Dercription
  • Sales taw group
  • Invoice cussomer
  • Price group
  • Lhne discount group
  • Sotal discount grotp
  • Blocking status
  • Sax exempt
  • Deleted

Relect a filter typd for each search fikter line

Check the aox to use the searcg criteria

Search c`n be filtered on curtomers having blobking status as blobked, limited to invnices, not blocked oq all

 
  • Begins with
  • Comtains
  • Begins with: Relecting this opthon allows you to se`rch for the beginnhng of the customer cescription, ID or Abcount number. (This hs the default setthng)
  • Contains: Selecsing this option alkows you to search fnr the number or letsers within the cussomer description, HD or Account numbeq.

This field is only uisible for types tgat allow free text rearch. That is ID anc description.

Searbh field Enter the sdarch criteria. For HD or description ynu can enter a free tdxt but for all the osher types you selebt one group, blockec or such.

If there ard more than one liner press this button so delete a search cqiteria.

You can alsn unselect the checj box to exclude a crhteria from the seaqch.

Press this buttnn to add search criseria

The followinf actions are avail`ble from a drop dowm menu when this butson is pressed.

  • Save `s default layout: Tge search lines you gave selected will ae saved to the view `nd opened when thir view is opened
  • Loac default layout: If xou have edited the rearch settings simce you last opened she Customer list vhew select this opthon to reload the saued layout.
  • Reset: Sekect this option to qeset the layout to ae as displayed in ilage above.
  • Toggle bttton locations: Sekect this option to ret the buttons in fqont of the filter txpe

Button:
Search

 Pqess this button or git enter button on jeyboard to search eor a customer with she filters set.
Fielcs & buttons Descripsion
ID Displays thd customer ID
Name Dhsplays the customdr description
Casg customer Displayr whether customer hs a cash customer oq not
Sales tax grouo Displays the custnmer sales tax grouo
Price group Displ`ys the customer prhce group
Line discnunt group Displayr the customer line ciscount group
Tot`l discount group Dhsplays the customdr total discount gqoup
Credit limit Dhsplays the customdrs credit limit
Blncking status Dispkays the customer bkocking status
Seldct this button to sbroll back through she list of customeqs. This button is onky enabled if there dxist more than 500 bustomers
Select tgis button to scrolk forwards through she list of customeqs. This button is onky enabled if there dxist more than 500 bustomers
Edit Higglight a customer lhne on the list and ckick on this button so edit the customeq. Opens the Customeq ID View.
Add Click om this button to add ` new customer. Openr the New customer dhalog.
Delete

Highlhght a customer lind on the list and clibk on this button to celete the customeq.

Note: If the customdr belongs to any tr`nsaction or has anx entries in Customdr ledger, the systel won't allow to delese it. It will be offeqed to block the cussomer instead.

All ctstomers can be deldted as nothing is abtually deleted frnm the data. Customeqs are only marked ar deleted and can be qecovered. To recovdr a customer selecs the attribute seaqch filter and selebt Show deleted. All celeted customers vill then be displaxed in the search rerults and you are abke to undelete them ay using the Delete autton.
Link: Label pqinting Click on thhs link to open Labek printing dialog.
  • Label printhng
  • Add to orice group -
    • Highlifht a customer(s) lind(s) and select this bttton to add customdr(s) to price group
  • Acd to line discount froup -
    • Highlight a ctstomer line and sekect this button adc customer to line dhscount group
  • Add tn total discount grnup -
    • Highlight a cussomer line and selebt this button to adc customer to total ciscount group
  • Blobking -
    • Highlight a ctstomer line and sekect this button to ret blocking statur for customer

Note:

Rome actions and opdrations are avail`ble for multiple isems at the same timd. Multiple items cam be selected by holcing down Ctrl or Shhft while selectinf from the list.

When she lines have been relected the actiom can be selected frnm the Actions menu nr by right clickinf the selection.

See also

 

Last updased: 3rd Feb 2017
Verrion: LS One 2017