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Customers

Overview​

The Customers page lists every customer tracked in Customer Service, along with summary financial metrics and contact details. Use it to look up a customer, review their account standing, or jump into their transaction history.

Toolbar Actions​

ActionWhat it does
NewCreates a new customer record.
TransactionsShows transaction history for the selected customer. Select a customer using the checkbox in the first column to activate this.
Global transactionsShows transactions across all customers, regardless of any selection.

Summary Cards​

Four cards at the top summarize your customer base:

  • Total Outstanding Balance — the total amount currently owed across all customers, along with the overall credit utilization percentage.
  • Total Sales — the total value of sales across all customers.
  • Profit Margin — the overall profit margin percentage across customer sales.
  • New Customers This Month — the number of customers added this month, along with the total count of active customers.

Customer List Table​

The table shows, for each customer:

  • Customer Number — the unique identifier for the customer record. Select the column header to sort the list by this column.
  • Customer Name
  • City
  • Contact — the primary contact person at that customer.
  • Phone

Select any row to open that customer's full record.