The Customer Information page serves as the central hub for managing all details related to a Customer. From here, you can view and update Contact Information, Billing Addresses, and Location Details to ensure records stay accurate and up to date. You can also create new Estimates or Orders directly from this page, and quickly access Payments and the Customer Portal.
Table of Contents
To access the Customer Information page, navigate to Sales Module / Customers and select the appropriate Customer.
Information Tab
The Information Tab contains all the basic details about a Customer, their Location, and Contact details.
a. Customer Information - This includes the basic statistics on the Customer including when their account was created and their Status. You can upload a logo here or click Edit to change the Company Name.
b. New Estimate - Clicking this opens up a new tab for Estimate creation, with this Customer's information already entered.
c. New Order - Clicking this opens up a new tab for Order creation, with this Customer's information already entered.
d. Customer Files - This opens a pop up allowing you to view, download, or upload files pertinent to this Customer, such as image proofs.
e. Statement - Clicking this icon opens a new tab with a pdf statement with options to Print or Download.
f. Statement - This opens a modal allowing you to email a statement to the Customer.
g. Payments and Refunds - This icon opens a new tab opened to the Payments & Refunds screen with this Customer information displayed.
h. Saved Payment Methods - Clicking here allows you to manage Saved Payment Methods for this Customer.
i. Balanced Owed and Active Orders: Balanced Owed is the current balance owed by the customer. Active Orders includes all orders in WIP, Built, or Completed status.
Note: Hover over the value for each section to see a breakdown.
j. Customer Phone & Website Info - Click on Update to edit the Customer Phone, Fax, or Website.
k. Update Billing Address - This opens a pop-up allowing you to manage the Billing Address information.
l. Change Address - For Customers with multiple Locations, this dropdown allows you to select the address of the Customer Location from the ones on file.
m. +Add New Location - This opens a pop-up that allows you to enter information for a new Location.
n. Update Details - This opens a pop-up allowing you to manage the Shipping Address information.
o. Customer Locations Report - Download the Customer Locations Report in CSV format.
p. Access the Customer Portal - Use this to view the Portal from the Customer’s perspective and provide better support when questions arise.
q. Merge Customers: Combine two existing Customers. For more information on merging Customers, please see Merging a Customer.
Note: This action is not reversible.
In-Store Credit tab
The In-Store Credit tab contains a detailed credit history.
a. Any available In-Store credit will be displayed here.
