Customers overview
The Customers page displays a list of Customers in alphabetical order, along with their last Order date, total number of Orders, and an option to archive.
👥 Access Permissions: Only users with access to Customers can view Customers main page. Please review user roles prior commencing.
📍Where to find it in the app:
Sales>CustomersGlobal Search > search for a specific Customer
Key features
Search customers
Search by Customers name to quickly find, add, edit or archive records.
📝Note: partial word searches are supported. For example, typing “eng” will return results like “Test Engineering”.
Show archived customers
Use the checkbox to display archived Customers.
📝Note: Customers cannot be deleted; only archived to remove from view.
Add Customer button
Click the Add Customer button to create a new Customer.
Sort
Sort the list by Customer name, Last Order date, or Total Orders in ascending or descending.
Kebab menu
Use the kebab icon next to a Customer's name to archive the Customer.
View options
Choose how many results to show per page (up to 35). Use navigation arrows to move between pages.
📝Note: maximum number of results per page is 35.