Customer List
This screen is used to display a list of customers and their current balance. Ship-to address may be added. The addresses may subsequently be selected when processing a sales order. The invoice address however will remain the one shown in the Customer Details Tab.
The 
action box symbol gives access to the following actions.
- Open
- to view/modify details relating to the customer.
- View Ledger
-
to open the transaction register for the customer showing all the items that have been posted to the customer ledger.
- Ship To Locations
- to view/modify details relating to Ship-to addresses
- Learned Accounts
-
to view/modify details relating to learned accounts. You may change the default and add or delete accounts that may have been learned by the system as transactions have been entered.
- Delete
- to remove the Customer, only possible if there are no associated transactions.
Notes
Internal system notes can be added, read and deleted. All users to the organisation with the appropriate role can view, add notes and delete.
Where there are currently no notes
a symbol
is displayed. If one or more notes are currently stored a
symbol is shown.
Click either to add or view existing notes.
A new note is free format with up to 1000 characters. Click SUBMIT to store. The note will be visible together with the user name of the creator and the date and time entered.
Click on the adjacent symbol
to permanently delete a note.
Key Account Monitor
For any account in the chart of accounts the balance can be displayed on the home page and drilled-down from there.
If the account is currently not shown in the key account monitor section of the home page
a symbol
is displayed. To activate the display simply click the symbol.
The symbol changes to
and a confirmation message is briefly shown.
Click the symbol again to remove the account from the home page display.
Click on the red + symbol to enter a new: -
- Rcv - Receipt against invoice
- Cn - Credit Note
- Inv - Sales Invoice
- Cus - Customer
See Customer Details for more information on customer details.