The Customer Profile Page provides a complete view of each customer’s details, including their order history. It is divided into tabs such as Details, Sales Orders, Product Codes, Receivables, Collections, Refunds, Post-dated Checks, Credits, Attachments, and Audit Logs.

Purpose:

• Provide a centralized view of all customer-related information
• Monitor transactions, balances, and payment activity
• Track order history and identify pending or unpaid transactions
• Review customer activity and changes over time

At the top of the page, you will find:

• Customer Name – The display name of the customer.
• Legal Name – The official registered name of the customer.
• Receivable Balance – The total outstanding balance owed by the customer.
• PDC Balance – The total amount from pending post-dated checks.
• Credit Balance – The available credit balance of the customer.
• Customer Group – The assigned customer group (if applicable).

Customer Profile Tabs:

Below the header are multiple tabs for navigating customer-related data:

📃 Details Tab

Use this tab to view and manage the customer’s basic information and settings, such as their address, contact information, and payment details. This is the default tab when opening the Customer Profile Page.

1. Open a customer record.
2. Navigate to the Details tab.
3. View or Update the customer’s information.

📃 Sales Orders Tab

Use this tab to view and track all sales orders associated with the customer.

1. Navigate to the Sales Orders tab.
2. View all sales orders linked to the customer.
3. You can filter or sort the orders to display specific records.
4. Click the order code to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.

🏷️ Product Codes Tab

Use this tab to view and manage customer-specific product codes.

1. Navigate to the Product Codes tab.
2. View and manage product code mappings assigned to the customer.
3. Click the product name to open full details. You will be directed to the specific product page, where you can review or update the customer’s product code.

💰 Receivables Tab

Use this tab to track outstanding balances and unpaid transactions. It also displays how many days the sales order is past its due date.

1. Navigate to the Receivables tab.
2. View all sales orders with remaining balances linked to the customer.
3. Click the order code to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.

💵 Collections Tab

Use this tab to monitor payments received from the customer.

1. Navigate to the Collections tab.
2. Review the list of payment records.
3. Click the collection code or order reference to open full details. You will be directed to the specific Collection or Sales Order page, where you can review or take further actions.

🔁 Refunds Tab

Use this tab to view and manage refunds issued to the customer.

1. Navigate to the Refunds tab.
2. View refund transactions issued to the customer.
3. Click the refund code or order reference to open full details. You will be directed to the specific Sales Order page, where you can review or take further actions.