Customers List Inquiry
The Customer List serves as a central hub for managing all your business relationships. It provides a comprehensive view of every registered customer, allowing users to quickly search, filter, and modify account details. The list is designed for high-speed navigation, ensuring that even businesses with thousands of records can find specific data instantly.
Search and Filters
Located at the top of the list, these tools help you narrow down your view:
- Currency: Filter the list to show only customers who trade in a specific currency.
- Sales Type: View customers based on their assigned price list, such as Retail or Wholesale.
- Search Bar: Instantly find a customer by typing their Name, Reference ID, Phone number, or Email.
- + New Customer: Click this blue button to open the form and add a new customer to the system.
- Show also Inactive: Check this box to include customers who have been disabled or are no longer active in your current view.
List Columns and Details
Each row in the table represents a unique customer and displays the following key information:
- Reference: The unique internal ID or code assigned to the customer account.
- Name: The primary display name of the customer. Clicking the name usually opens their full profile.
- Company: The legal business name or entity associated with the customer record.
- Sales Type: Displays the default pricing tier (e.g., Retail) assigned to that specific account.
- Currency: The base currency used for all transactions with this customer.
- Phone: The primary contact number. You can often click this to initiate communication if integrated with a dialer.
- Email: The saved administrative email address for sending invoices and statements.
- Inactive Toggle: A red/green switch that allows the user to quickly enable or disable a customer account without deleting their history.
Available Actions
On the right side of each customer row, you can perform the following tasks:
- Edit (Orange Button): Opens the customer's full setup page to modify addresses, tax details, or contact information.
- Delete (Red X): Removes the customer record from the system. Note: The system may prevent deletion if the customer has existing transaction history for audit safety.
- Delete All: Located at the bottom left, this allows for the bulk removal of selected records.
- Import / Export: Found at the top right, this allows you to bulk-upload customer data from an Excel/CSV file or download your entire list for external reporting.