Clients
Index
Company client list.
-
If the user presses the
Options
dropdown at the upper left corner of the list. The options to Export to Excel, Export to HTML and Customize the Table will appear. -
To
Create
a new client, press the blue button at the bottom right corner of the page. -
If the user presses the button with the three dots at the end of the client row, the options to go to the
Detail
page and theEdit Routes
will appear.
Edit Routes
The user can scroll to the desired route or write the name in the search bar
. After selecting the routes, press the Save
button.
Detail
On the Detail page, the user can see all the client information. The following tabs that the detail page contains are:
- Information
- Orders
- Order Hold
- Payment
- Account Receivable
-
Location Map
- The Location Map tab displays the last 10 locations where the client made a sale. The user can press
Set Location
to make that location the "Home" of the selected client. After choosing the location, press theSave
button, which is located in the upper left corner of the map.
- The Location Map tab displays the last 10 locations where the client made a sale. The user can press
-
Approved Products
- Active Promotions
- Merchandise
- Generate Authorization Code