Customer Lookup

The Customers Lookup lists all customers you have created in InventoryCloud. From this page you can view, add or delete customers.

Viewing the Customers Lookup Screen

• Show Filter
• Export
• Enable
• Disable

Adding a Customer

View/Edit a Customer Details

Deleting a Customer

Viewing the Customers Lookup Screen

1. Click on the Lookups -> Customers.

2. The Customer screen will appear.

3. By default, the lookup page displays 20 items per page. Scroll through the pages using the navigation buttons at the bottom of the screen. Change the number of items listed on each page using the drop down menu.

Note: You can change the numbers in the drop down on the Options page.

4. Show Filter - When you click on the Show filter checkbox, a text box will appear under each field where you can type the search text to find the desired detail.You can also use the modifier by clicking the filter icon:

5. Export - This option allows you to export the list of customers to an Excel spreadsheet.You can export up to 25000 records and also allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel. Filter the list as needed, then select the Export icon - . The report will get downloaded and can be accessed from the icon at the bottom of the screen. Click on the icon and select Open to view the report. You can save or alter the report as needed in Excel.
6. Enable: This option allows you to enable a customer. Select the customer name by clicking on the checkbox. Click on the Enable button.  A message -" You are about to enable 1 customer. Are you sure?" will appear. Click on the Enable button again. The status of the customer will be active/enabled/true (displayed in green color).

5. Disable - This option allows you to disable a customer. Select the customer name by clicking on the checkbox. Click on the Disable button.  A message -" You are about to disbale 1 customer. Are you sure?" will appear. Click on the Disable button again. The status of the customer will be Inactive/ disabled/ false (dispalyed in Gray color).

Adding a Customer

1. Click on the Lookups -> Customers -> New button Or

Click on the Lookups -> Customers -> button.

2. The New Customer screen will appear.

Customer Details

3. Enter the Customer Number (mandatory).
4. Enter the Customer Name.
5. Enter the Company Name.
6. Enter the Department.
7. Business Details - Click on the icon to add the details

• Enter the Business Phone Number, Business Email, Business Fax and/or Website details.

8. Contact - - Click on the icon to add the details

• Enter the Contact Phone, Contact Extension, Contact Cell, Contact Fax and/or Contact Email

9. Addresses - Click on the Add Address button to add an address.

• Select the type of address you are adding using the Address Type drop down menu. You can create a new address type by clicking in the Address Type field and entering a new name. You can edit an existing address type by selecting an Address Type from the drop down menu, clicking in the Address Type field, and typing in a new name.
• Enter the complete address and Click on the Update button.
• To add additional addresses, click the Add Address button again (you may have to scroll down to see the Add Address button).
• To edit, Click on the button to edit the address details.
• To delete an address, click on the Delete button.

10. Attachment tab - Click on the Attachment tab.
11. Click on the Attach Files button. The Attach Files screen will appear.
12. Click on the Select Files button.
13. Drag and Drop - You can drag a file from a folder in Windows Explorer and drop it into the Attach Files window. Make sure the Select Files area is highlighted before dropping.

7. Click on the Edit button to edit the details. To delete the attachment, click on the delete button.

12. Click on the Save button. A message will appear indicating that new customer is added.

• To add more manufacturer, you can either access Lookups -> Customers-> button or click on the Save and add another checkbox before saving. New Customer screen will appear again and you can add new customer.

View/Edit a Customer details

1. Click on the Lookups -> Customers. The Customers screen will appear.
2. Click on the Customers number link.

3. The screen will navigate to View/Edit Customers screen.

4. You can edit the the details. Refer Adding a Customer for more details.
5. Click on the Save button.
6. A message will appear indicating that the customer is updated successfully.
   
   

Deleting a Customer

1. Click on the Lookups -> Customers. The Customers screen will appear.
2. Select the Customer and click on the Delete button.

3. A pop-up message will appear asking for confirmation.
4. Click on the Delete button again.
5. A message will appear indicating that "1 customer is deleted successfully".