Customer Profile

Modified on Wed, 22 May 2024 at 10:55 AM


Customer Profile Definition Guide


The customer profile section is where you can quickly view information related to a specific customer record. 


  • Customer #: A field to enter the Customer ID you would like to search for. 

  • Sales: Displays sales data per department for the selected customer.  

  • Equipment: Display Equipment records owned by the selected customer record or related Ship to Customer records.

  • Company Comments: A section to view or add comments related to the customer record.

  • Ship-To: Here is where you can view all the Ship To Accounts associated with that customer record. 

  • Quotes: Ability to Display Open, Accepted, or Canceled Quotes. Related to the customer record. 

  • AR (Accounts Receivable): Displays the customer's current accounting standing and open transactions. 











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