The Customer Profile Page provides a complete view of each customer’s details, including their order history. The Linked Orders section helps you keep track of all transactions associated with the customer.
Purpose:
- Monitor the customer's order history
- Track the status of sales and collections
- Identify pending or unpaid transactions for follow-up
- Assess customer buying behavior and credit usage
Accessing Customers Orders
- Go to the Customers Page.
- Select a customer to open their Customer Profile.
- Scroll down to view the Linked Orders section.
Each linked order includes important transaction information:
- Order Code – A unique identifier assigned to each sales order.
- Status – Indicates the current progress of the order, such as Pending or Completed.
- Total Quantity – The total number of items included in the order.
- Released Quantity – The number of items that have already been delivered or released.
- Amount – The total monetary value of the order.
- Payment Status – Shows whether the order is Paid, Unpaid, or Partially Paid.
- Created At – The date when the sales order was originally created.
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To view more details, simply click the Order Code. You will be directed to the specific Sales Order update page, where you can review or take further actions.
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Next Step: Manage Your Suppliers
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