Customer search
Use this function to find existing customers or prospects by dynamically displaying the results. A list of matches is generated by tabbing to the next field or clicking the Search action.
- Entering the first few characters of the customer or prospect number displays all matches for the selection criteria.
- Entering additional criteria will reduce the list of matches.
The search is not case sensitive and displays all instances where the match is found.
This function provides access to sales orders, quotes, returns, customers, inquiries, and history information. New customers, orders, quotes, and returns can be created by clicking the actions for the function.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Fields
The following fields are present on this tab :
Block number 1
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Enter the customer number or prospect number. Alternately, enter the first few characters to display all customer or prospect numbers that match the value entered in this field. |
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Enter the company name or enter the first few characters of the name to display all companies that match the value entered in this field. |
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Enter the telephone number or enter the first few numbers of the telephone number to display all customers and prospects telephone number that match the value entered in this field. |
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Enter the email address or enter the first few characters of the email address to display all email addresses that match the value entered in this field. |
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Enter one of the following to display all customers, prospects, contacts, and customers with this contact address that match the value entered in this field:
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Enter the city or enter the first few characters of the city to display all customer and prospect cities that match the value entered in this field. |
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Enter the state/region or enter the first few characters of the state/region to display all customer and prospect states/regions that match the value entered in this field. |
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Enter the postal code or enter the first few characters of the postal code to display all postal codes that match the value entered in this field. |
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Enter the contact name. Alternately, enter the first few characters of the name to display all customers, prospects, contacts, or customers with this contact name that match the value entered in this field. |
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Enter the contact’s telephone number or enter the first few numbers to display all contact telephone numbers and customers with this contact telephone number that match the value entered in this field. |
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Enter the contact mobile phone number or enter the first few numbers of the mobile phone number to display all contact and customers with this contact mobile numbers that match the value entered in this field. |
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Enter the contact’s email address or enter the first few characters of the email address to display all contacts and customers with this contact email address that match the value entered in this field. |
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Close
Action icon
Specific actions
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Click this action to access Customers and enter a new customer record. |
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Click this action to access Orders and enter or view a customer order. |
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Click this action to access Quotes and enter or view a quote for this customer or prospect. |
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Click this action to access Customer returns and enter a return for this customer. |
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Click this action to access Installed base inquiry and view the list of products installed for the customer. |
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Click this action to access Prospect/customer history and view the history of all mass mailings, orders, quotes, and calls for this customer. |
- Quotes / Inquiries / Header
- Quotes / Inquiries / Lines
- Orders / Inquiries / Header
- Orders / Inquiries / Lines
- Deliveries / Inquiries / Header
- Deliveries / Inquiries / Lines
- Invoices / Inquiries / Header
- Invoices / Inquiries / Lines
- Returns / Inquiries / Header
- Returns / Inquiries / Lines
- Base / Inquiries / Base by address
- Base / Inquiries / Aggregated base
- Accounting / Inquiries / BP situation
- Accounting / Inquiries / Risk analysis
- Accounting / Inquiries / Last operations
- Accounting / Inquiries / Aged balance
- Inventory / Inquiries / Available stock
- Inventory / Inquiries / Stock by site
- Inquiries / Price list
- Plan / Actions / Appointment
- Plan / Actions / Tel. call
- Plan / Actions / Task
- Create / Actions / Invoice
- Create / Actions / Appointment
- Create / Actions / Tel. call
- Create / Actions / Task
- Create / Actions / Project
- Create / Actions / Service request
- Create / Actions / Warranty request
- Create / Actions / Service contract
Actions menu
Quotes / Inquiries / Header
Click this action to view the list of quotes for the customer currently being viewed (with filtering criteria on the company, the site, the customer, the converted quotes, and non-converted). For more information see Quote inquiry.
From each line displayed, access each quote clicking the Jump to feature from the Action icon.
Quotes / Inquiries / Lines
Click this action to inquire the quote lines for this customer.
Orders / Inquiries / Header
Click this action to view the list of orders for the customer being viewed (with filtering criteria on the company, the site, the customer, the order category, the shipped orders, and open orders). For more information, see Order inquiry.
From each line displayed, access each order clicking the Jump to feature from the Action icon.
Orders / Inquiries / Lines
Click this action to inquire the order lines for this customer.
Deliveries / Inquiries / Header
Click this action to view the shipments for the customer currently being viewed (with filtering criteria on the company, the site, the customer, the shipment type, the confirmed shipments, and non-confirmed). For more information, see Shipment inquiry.
From each line displayed, access each shipment clicking the Jump to feature from the Action icon.
Deliveries / Inquiries / Lines
Click this action to inquire the shipment lines for this customer.
Invoices / Inquiries / Header
Click this action to view the list of invoices for the customer currently being viewed (with filtering criteria on the company, the site, the customer, the validated invoices, and non-validated). For more information, see Invoice inquiry.
The BP invoices are also displayed in this inquiry.
From each line displayed, access each invoice clicking the Jump to feature from the Action icon.
Invoices / Inquiries / Lines
Click this action to inquire the invoice lines for this customer.
Returns / Inquiries / Header
Click this action to view the list of customer returns currently being viewed (with filtering criteria on the company, the site, the customer, the validated returns, non-validated...). For more information see Customer returns inquiry.
From each line displayed, access each customer return clicking the Jump to feature from the Action icon.
Returns / Inquiries / Lines
Click this action to inquire the return lines for this customer.
Base / Inquiries / Base by address
Click this action to view the entire installed customer base for a specific address.
This inquiry gives direct access to a customer base object, whilst benefiting from a selection list filtered with respect to the selected customer code and address.
Base / Inquiries / Aggregated base
Click this action to inquire the entire customer base according to specific criteria.
This inquiry gives access to a criteria selection screen such as the company code, site code, address code for the selected customer, and aggregation.
The aggregation criteria is used to specify the information on which the aggregation will be carried out. The product reference in the customer base is recovered as the default aggregation criteria.
Click the Search button to launch the inquiry according to the retained criteria.
Accounting / Inquiries / BP situation
Click this function to give a global situation of the customer from the point of view of its due dates, the elements composing its financial and commercial credit levels, and the last operations carried out by this customer. For more information, see BP situation.
Accounting / Inquiries / Risk analysis
The BP situation function is designed to give a global situation of the customer from the point of view of its due dates, the elements composing its financial and commercial credit levels and the last operations carried out by this customer.
For the risks analyzed, the user is directly set on the information relative to the customer financial risk.
Accounting / Inquiries / Last operations
The BP situation function is designed to give a global situation of the customer from the point of view of its due dates, the elements composing its financial and commercial credit levels and the last operations carried out by this customer.
When inquiring the last operations, the user is directly set on the information relative to the customer financial risk.
Accounting / Inquiries / Aged balance
Click this action to access the aged balance for this customer at this date.
Inventory / Inquiries / Available stock
Inventory / Inquiries / Stock by site
Inquiries / Price list
Plan / Actions / Appointment
It is possible to plan an appointment/meeting from a customer record. The information relative to the customer is automatically initialized if an appointment is created with this function.
The appointments displayed in the different selection lists from the selection panel are those related to the customer.
Plan / Actions / Tel. call
It is possible to plan a call from the customer record. It will be by default an out-going call. The information relative to the customer is automatically initialized if a call is created with this function.
The calls displayed in the different selection lists from the selection panel are those relative to the customer.
Plan / Actions / Task
It is possible to plan a task from a customer record. The information related to the customer is automatically initialized if a task is created with this function.
The tasks displayed in the different selection lists from the selction panel are those relative to the customer.
Create / Actions / Invoice
Click this action to directly access the invoices object.
The access via this function is designed to obtain in the selection panel only the invoices carried out and remaining to be carried out for the current customer.
If you click the New action, the invoice will be pre-loaded with the customer information. It is then considered that what is being carried out is an invoice.
Create / Actions / Appointment
Click this action to directly access the appointments object.
The access via this function is used to obtain in the selection panel only the appointments carried out and remaining to be carried out for the current customer.
If you click the New action, the appointment will be pre-loaded with the customer information. It is then considered that it is an appointment that is carried out.
Create / Actions / Tel. call
Click this action to directly access the call object.
The access via this function is used to obtain in selection panel list only the calls carried out and remaining to be carried out for the current customer.
If you click the New button, the call will be pre-loaded with the customer information. It is then considered that it is an outgoing call that is carried out.
Create / Actions / Task
Click this action to directly access the tasks object.
The access via this function is used to obtain in the selection panel only the tasks carried out and remaining to be carried out for the current customer.
If you click the New button, the task will be pre-loaded with the customer information. It is then considered that it is a task that is carried out.
Create / Actions / Project
Click this action to directly access the projects object.
The access via this function is designed to obtain in the selection panel the processed projects for the current customer.
You access the function directly in creation mode and the project will be pre-loaded with the customer information.
Create / Actions / Service request
It is possible to save a service request from a customer record.
The access via this function is designed to obtain in the selection panel only the service requests concerning the current customer.
If you click the New action, the service request will be pre-loaded with the customer information.
Create / Actions / Warranty request
It is possible to save a warranty request from a customer record.
The access via this function is designed to obtain in the selection panel only those warranty requests concerning the current customer.
If you click the New action, the warranty request will be pre-loaded with the customer information.
Create / Actions / Service contract
It is possible to save a service contract from a customer record.
The access via this function is designed to obtain in the selection panel only the service contracts concerning the current customer.
Ifyou click the New action, the service contract will be pre-loaded with the customer information.