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.
📍Where to find it in the app:
Sales>Customersor use Global Search > search for a specific customer.
👥 Access Permissions: Only users with access to Customers can view Customers main page. Please review user roles prior commencing.
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.