The menu
From the menu above, you can access the "Customer" functionality. For example, if you place your mouse over the "client" button (arrow 1), a menu opens and allows you to access more features. In our case, it allows us to access:
- the client list (arrow #2)
- create a new client (arrow #3)
Liste of customers
The screen lists all your customers, you can have a global view of the distribution of sales per customer.
The page has a button to create a new customer (arrow #1) and a summary (arrow #2).
The items shown in the table are:
- A "delete" button
- A button to see the detail (arrow #3)
- The client name
- If an individual or business
- The address of the client
- The remaining invoices to pay
Each column in the table is sortable by simply clicking on the title. At the top left, there is also a text field to do a quick search in the content of documents.
An export button (arrow #4) lets you lets you download you file in Excel format that summarizes all data in the table displayed in the page.
Add customer
You can add a client from several places:
- The client list
- A quote edit mode
- An invoice edit mode.
customer detail
In the details page for a client you can change the coordinates of a customer but also to follow the business proposals you have made him and follow his invoices.
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