The Details page lists a summary of the customer Code, Name, Default warehouse, Location, Price list and Default discount. As you scroll down the Details page, you can view the Customer Details and Business Details template that have been set-up according to your company specifications
The Sales Overview tab displays the monthly invoice targets as set up by management for the customer’s profile as well as your actual invoiced value for the month.
The History tab will display a complete list of all the interactions that were logged with that specific customer.
The tasks tab shows the list of tasks or scheduled visits created for the customer on calendar
The files tab shows all the files management has uploaded for the customer.
The Visits tab shows the history of visits which has been conducted at the customer
The Orders Tab lists all the individual orders under the date that the order was submitted and will list all the details
The Quotes Tab lists all the Individual quotes under the date that the quote was submitted and will list all the details
The Credit requests Tab lists all the Individual credit request under the date that the credit request was submitted and will list all the details
The Survey tab is a useful one to check previous stocktakes.
The Forms tab lists all the forms that have been completed for this customer. Completed forms are listed under the date that the form was completed on.
Stocked Products tab highlights a quick view on the model stock that the customer requires. This data is useful to ensure that you meet the customer’s primary need first before marketing other products
The Top Ordered tab indicates which products are in highest demand at the customer by quantity.
Not Ordered will list all the products that the customer has never ordered from you.