View Profile

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1.0 Open the Customer List

1. From the main menu, navigate to Selling > Customer > Customer List.
2. The list displays all active customers with columns for Name, Group, Credit Limit, and Status.

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1.1 Locate Your Customer

1. Use the Global Search Bar at the top to type part of the customer’s name or code.
2. Or, click Filter > Add Filter and set criteria (e.g., Customer Group, Country, Status).
3. Press Enter or click Apply to narrow the list.

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1.2 Open the Profile

1. Click the customer’s Name in the list.
2. The Customer form opens, displaying multiple tabs:
   • Basic Info: Name, Group, Primary Contact, Email, Phone
   • Address Book: Billing and Shipping addresses
   • Financial Settings: Credit Limit, Payment Terms, Receivable Account
   • Tax Settings: Tax ID, Default Tax Template
   • Sales Orders: Linked Sales Orders with status and dates
   • Invoices: All Sales Invoices (Unpaid, Overdue, Paid)
   • Payments: Payment Entries applied
   • Comments & Attachments: Notes, documents, or email history

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1.3 Navigate Within the Profile

• Click any tab to drill into that section.
• Use the Mini-dashboard at the top-right to see key KPIs (Outstanding Balance, Last Order Date).
• Click a document link (e.g., an invoice number) to open that transaction directly.