View Customer

There are two ways that you can navigate to the view customer page.

The first way is through the 'Quick Actions' menu at the top left of the page. Click the button to open the menu. Select View Customers from the options.

The second way is through the navigation panel at the left hand side of the page. select Customers and then select View Customers.

Both of these options will take you to the View Customers page.

Enter Customer Details 

When entering the customers details you do not have to enter information for all the options, but it helps to narrow down who you are looking for. 

You can also just enter one of the options. If you only had the customer's email address you can just enter that and the system will find all customers with that email address.

Customer:

Enter the customers name.

Email Address:

Enter the customers email address.

Postal Code:

Enter the customers postal code.

Customer Type:

Select the type of customer. e.g. Commercial, LPG, and Retail. 

After all information is entered press Enter to run the system. Then select the customer you want to bring up their details. 

Customer Page

The Customer Page is where you can access and manage all information relating to a customer.

Customer information is organized into nine tabs:

Details

This tab contains all the default settings for the customer.

here you able to enter the customer’s name and customer type, and add notes and reminders specific to the customer.

Address

This is where the customer’s postal address and physical address are stored.

Contacts

Here you can add and manage contact details for the customer.

Delivery

This tab is for storing delivery addresses used for sending products (e.g., LPG deliveries). Correct?

Quotes

Here you are able to view all quotes created for the customer. You can filter by Quote Status and Branch.

Orders

Here you can view all orders created for the customer. You can filter by Order Status and Branch.

Credits

Here you are able to view all credits related to the customer. You can filter by Credit Status.

Customer Pricing

Here you are able to manage any special pricing (e.g., discounts) for the customer and add new special pricing.

You can search pricing by product, product group, or both.

Attachments

Here you are able to attach and view any files relating to the customer.

Add Quote and Order

From the customer page, you can also add quotes and orders by clicking on the tabs on the top right of the page. 

Thank you for viewing these instructions on how to view a customer in Unleashed. You should now have a greater understanding on this topic.