Open a customer from Customers to reach the customer record. Credit limits and exposure figures are owned by your ERP or credit authority, not the Admin Panel. The record has five tabs: General Info, Sales Info, Customer Permissions, Customer Users and Shipping Addresses.
Toolbar
Control | Availability |
Deactivate | Appears in the toolbar of the General Info tab. |
Save | Appears in the toolbar of the General Info tab and is unavailable in the initial state of the record. |
General Info tab
Company Info section
Field | What it holds |
Company name | The customer's company name. Read-only. |
Sync Key | The customer's sync key. Read-only. |
Address | The customer's address. Read-only. |
Status | The customer's status. Read-only. |
Contact Info section
Field | What it holds |
Phone number | The customer's phone number. Read-only. |
The customer's email address. Read-only. | |
Agent | Editable dropdown for choosing the customer's agent. You can search agents by name. |
Currency | Editable dropdown for choosing the customer's currency. |
Sales Info tab
Field | What it holds |
Payment policy | Selector for the customer's payment policy. The text below the selector reads Card-only customers must pay by card at checkout. |
Credit Limit | The credit limit assigned to the customer. |
Payment amout | The customer's payment amount. The label is spelled this way on the screen. |
Available amount | The amount available to the customer. |
Customer Permissions tab
Area | What it holds |
Permissions Access | Section label on the tab. The tab has no fields or controls of its own besides Back. |
Customer Users tab
Filters
Filter | What it holds |
Name | Free-text search on user name. |
Free-text search on email address. | |
Phone | Free-text search on phone number. |
Actions
Control | What it holds |
Add customer users | Button above the list for adding a user to the customer. |
Rows per page | Selector for the number of rows shown per page. |
Columns
Column | What it shows | Sortable |
Customer | The customer company linked to the user. | Yes. |
Name | The customer user's name. | Yes. |
Profession | The customer user's profession. | Yes. |
The customer user's email address. | Yes. | |
Portal email | The customer user's portal email address. | No. |
Phone number | The customer user's phone number. | Yes. |
Roles | The roles assigned to the customer user. | No. |
Status | The customer user's status. | Yes. |
Each row has an Edit button.
Shipping Addresses tab
The Shipping Addresses tab lists the customer's shipping addresses. When the customer has no shipping addresses, the tab shows No Customer shipping addresses found. The only control on the tab is Back.
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