MIGRATED TO http://wavelet.asia/customer-portal/2011/02/28/search-customer/ To search for existing customers in the system, you may use Search Customers to do a basic find on the customers' details. - Customer > Query / Reports > Customer Search
- Firstly, Sort By (display the report according to):
- Customer Name
- Customer Code
- Customer PKID
- Enter a Search Criteria / keyword.
- Check the box 'Show Code' to include the Customer Codes in the report.
- Finally, click 'Search'.
- The report shows:
- Customer PKID
- Code - Can be edited by users
- Dealer Type - Personal / Corporate
- Name
- Address
- Telephone number
- Salesman name
- Credit limit
- Credit terms
- View Transactions
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