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Sales
Customers - View Customer
The View button allows you to view more information linked to your customer.
Ribbon Access: Sales > Customers |
- The Customer Listing screen will be displayed.
- Select the Site where the customer can be located.
- The example has Durban selected.
- Select the Status for the customer.
Note that you can view customer information for a customer in any status.
- The example has Active selected.
- Select the row of the customer you wish to view.
- Click on View.
- The View Customer screen will be displayed.
Note that this is for view only and no changes can be made or saved on this screen.
- This screen will open with the Detail panel by default.
Detail Panel
- From the Detail panel you can view most of the customer details including Credit Limit, Credit Check and Credit Terms.
Commercial Panel
- Click on the Commercial tab to display the Commercial details frame.
- Here you can view the sites and salespersons linked to this customer, as well as the customer banking details, payment method e.g. Debit Order and the customer commercial.
- Custom 1 - 10: Any additional data added e.g. alternative payment method can be viewed. These field names are configured according to your company requirements. Contact your BPO Specialist or CO3 Support for assistance.
- Click on the Authorisation Information tab.
Authorisation Information Panel
- The Authorisation Information panel will be expanded.
- You can dock this screen to make it easier to work in.
- Here you can view the Approval Date and Time, the Name of the person who authorised this customer as well as any Comments, where applicable.
- Click on Back to return to the Customer Listing screen.
MNU.061.006