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Overview

The Customers screen lets you view, add, export, and manage customer details. By default, you see ID, Code, and Name columns, but you can customise the layout.

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Viewing and managing customers

1

Access the Customer screen

From the left-hand menu, click Customers to display all customers.
2

Customise columns

Click any column heading to sort alphabetically. Use the Column Manager to add or remove columns.
3

Add a new customer

Click +New, enter the customer’s Name, Contact information, and Address, then click Save.
4

Export customer data

Click the Export button at the top of the screen to download an Excel file with all customer data.
5

View and edit a customer

Click Show next to a customer’s name. Hover over any field to edit it, then click Save.
6

Revert changes

If you make a mistake, click Revert before saving to discard unsaved changes.
7

Delete a customer

Open the customer’s General Info screen and click Delete.
Yes. Click the Export button to download an Excel file with all customer details.
Yes. Use the Revert button to discard any unsaved changes.