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Customer Activities

There are various tabs available under Customer Activities that provide a wealth of information about the customer and their dealing with you. With the exception of Debtor Systems and Archived Sales, the data displayed is controlled via stored procedures that are linked in the Debtor tab of System Configuration which allows for customisation to suite your operations.

Back Orders - displays back orders for this customer from sales orders for Active orders and processed Invoice Orders and
Unprocessed Sales - sales orders still to be updated into the customer account
Processed Sales - all invoices processed to the account. Number of days data returned can be refreshed by setting criteria
Jobs - information on work being done for the customer recorded under the Job Costing module
Quotes - sumamry and detailed listing of quotes made for the customer
Debtor Systems - can be used to record equipment sold and servicing details for the debtor
Service Jobs - jobs entered under Service Manager
Archived Sales - display of all sales orders that have been archived for this customer

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