The Customer button on the main menu allows users to search for a customer and then navigate to the customer enquiry for the selected customer. A search can be performed by entering a customer code or keyword/s to search for. Users can then tap on the relevant customer and navigate to the Customer Enquiry screen for the selected customer.
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The Customer Enquiry has multiple tabs, Debtors, Addresses, Contacts, CRM Custom Fields, Outstanding Sales Orders, Outstanding Tasks, Notes & Attachments, Tasks History, Quote History, Order History, Invoice History and Invoice Line History with each tab described below. Please note: Some tabs within this section will only display approximately 100 of the most recent results, a search box is provided to allow users to filter records to view more items matching the search criteria.
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Tapping the Debtors tab will display the selected customers financial situation with your business.
Current - Displays the value of outstanding invoices for the current period for the selected customer. 30 Days - Displays the value of outstanding invoices that were created between 30 and 59 days prior to the current period for the selected customer. 60 Days - Displays the value of outstanding invoices that were created between 60 and 89 days prior to the current period for the selected customer. 90 Days - Displays the value of outstanding invoices that were created between 90 and 119 days prior to the current period for the selected customer. 120+ Days - Displays the value of outstanding invoices that were created more than 120 days prior to the current period for the selected customer. Total - Displays the total value of outstanding invoices for the selected customer. Last Payment - Displays the date of the last payment received from the selected customer. Avg Pay Days - Displays the average payment days for the selected customer. Credit Limit - Displays the credit limit as set up in the General Information tab of Customer Masterfile Maintenance for the selected customer. On Account - Displays the value that has been placed on the account awaiting posting to an invoice, sales order or debtors journal for the selected customer. O/S Orders - Displays the total value of outstanding sales orders for the selected customer. Terms - Displays the customers credit terms as set up in the General Information tab of Customer Masterfile Maintenance for the selected customer. |
Tapping the Contacts tab will display a list of contacts for the selected customer. Tapping on the phone or mobile hyperlink will initiate a telephone call to the selected contact and tapping the email address hyperlink will initiate an email to the selected contact (where an email account has been setup on the device). .
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Tapping the Outstanding Tasks tab will display a list of outstanding tasks for the selected customer.
The task number is displayed. Attached To - Displays if the task is attached to a contact or the customer. Category - Displays the task category. Priority - Displays the priority of the task. Created By - Displays the name of the operator who created the task. Task For - Displays the name of the Sales Rep the task was created for. Created - Displays the date the task was created. Start Date - Displays the start date for the selected task. Date Due - Displays the due date for the selected task. The due date text will display red if the date is past due, blue if it is due today and black when the due date is in the future. Displays the detail of the selected task.
Tapping the Pencil icon will navigate users to the Edit Task screen. Please refer to Edit Task for more information. Tapping the Tick icon will navigate users to the Complete Task screen. Please refer to Complete Task for more information. Tapping the Rubbish Bin icon will allow users to cancel the selected task. Please refer to Cancel Task for more information. |
Tapping the Notes & Attachments tab will display a list of notes and attachments for the selected customer. Users can enter keyword/s to search for a specific note/attachment. Keywords used need to be visible on the screen for the note. (Approximately 100 of the most recent results will be displayed).
The note number is displayed. Attached To - Displays who the note is attached to. Category - Displays the note category. User - Displays the operator name who created the note. Date - Displays the date and time the note was created. Displays the detail of the selected note and attachment Attachments - Displays the location path of the attachment (if applicable). Tapping on the open folder icon will allow users to view the attachment.
Tapping the Pencil icon will navigate users to the Edit Note screen. Please refer to Edit Note for more information. Tapping the Rubbish Bin icon will allow users to delete the selected note. Please refer to Delete Note for more information. |
Tapping the Quote History tab will display a list of quotes for the selected customer. Users can enter keyword/s to search for a quote. Keywords used need to be visible on the screen for the quote.
The quote number is displayed. Del Code - Displays the delivery code for the quote. Order Date - Displays the date and time the quote was created. Cust Order No - Displays the customer order number for the quote. Order Rep - Displays the Sales Rep on the quote. Value - Displays they total value of the quote. Order Type - Displays the quote type. Tapping the PDF icon will allow users to regenerate the quote using specified parameters. Please refer to Quote Generation for more information. |
Tapping the Invoice Line History tab will display a list of invoice line history for the selected customer. Users can enter keyword/s to search for an invoice line. Keywords used need to be visible on the screen for the invoice/invoice line.
The invoice number is displayed. Invoice Date - Displays the date the invoice was created. Cust Order No - Displays the customer order number on the invoice. Sales Ref - Displays the sales reference on the invoice. Del Code - Displays the delivery code on the invoice. Invoice Rep - Displays the Sales Rep on the invoice. WH - Displays the warehouse code the invoice was raised in. Tapping the PDF icon will allow users to view the invoice PDF on the device.
The invoice lines are then listed. Product - Displays the product code. Tapping the hyperlink will navigate users to the Inventory Enquiry of the selected invoice line. OEM Code - Displays the product OEM code of the selected invoice line. Desc - Displays the product description of the selected invoice line. Qty - Displays the quantity of the product purchased on the selected invoice line. Price - Displays the per unit price of the product purchased on the selected invoice line, both exclusive and inclusive of tax. Total - Displays the total value of the product purchased on the invoice line (excluding tax). |
Editing Customer/Prospect Details
Customer and/or prospect details can be edited by selecting Edit Customer/Prospect in the menu of the Customer Enquiry.
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