Breadcrumbs

SalesRep: Accounts

Introduction

Manage customer data with a list of customers, and detailed customer information.

How it fits together

The Account screen displays a list of customers, which have been imported from your ERP. This list can be either a full or segmented list, depending on your business processes and sales strategies. From this screen, you can:

SR-Layout-Accounts.jpg

More information on debtor management

Credit status badges

Indicators of a customer’s credit status are displayed beside the customer’s name on the customer list. Typically, these indicators - including ON STOP, OVER LIMIT, OVERCL - are mapped from your ERP during setup. Different credit status indicators are displayed depending on criteria applied when the customer data is retrieved from your ERP.

  • The ON STOP badge is displayed if the account has been set to on hold.

  • The OVER LIMIT badge is displayed if the customer’s credit limit minus their balance is less than 0.

Use Translations to change the label for each credit status badge.

Example

Accounts-StatusBadges.png

Detailed customer information is displayed when you select a specific customer, as shown:

SR-Layout-Accounts-SpecificCustomer.png

Actions available in Overview

  • View credit limit

  • View credit status

  • View order value to date

See the screen
SR-SpecificCustomer-Overview.png

Actions available in Account Details

  • View customer contact details

  • Map your customer’s location

See the screen
SR-SpecificCustomer-AccountDetails.png

Actions available in Activities

  • View a list of activities carried out for this customer

  • Open details of each activity for more information

  • Sort the contents of the Activities listing in ascending-descending order

See the screen
SR-SpecificCustomer-Activities.png

Actions available in Open Orders

  • View a list of open orders for this specific customer

  • Sort the contents of the Activities listing in ascending-descending order

  • Click a specific order to open it; once open, you can edit, delete or place the order

See the screen
SR-SpecificCustomer-OpenOrders.png

Actions available in Quotes

  • View a list of quotes

  • Click a specific quote to open it; once open you can

    • convert the quote to a sales order

    • save quote as PDF

    • email quote

  • Sort the contents of the Quotes listing in ascending-descending order

See the screen
SR-SpecificCustomer-Quotes.png

Actions available in Order History

  • View a list of recent orders placed

  • Click to view details of each order

  • Sort the contents of the table in ascending-descending order

See the screen
SR-SpecificCustomer-OrderHistory.png

Actions available in Statements

  • View a list of recent customer statements

  • Sort the contents of the table in ascending-descending order

See the screen
SR-Layout-Accounts-Statements.png

Actions available in Recent Products

  • View all products that have been purchased recently

  • View full product details in product catalogue for recently purchased products

  • Create an order or add to an existing open order

See the screen
SR-SpecificCustomer-RecentProducts.png

Actions available in Favourites

  • View all products that have been marked as Favourites in the catalogue

  • Filter by Rep Favourites (marked with yellow star) or Customer Favourites. Customer Favourites are listed if you have WebShop and your customer has added their Favourites using WebShop.

  • View full product details in product catalogue

  • Create or add to existing open order

See the screen
SR-SpecificCustomer-Favourites.png