Customer Service

The customer info and sales orders pages include:

  • Search for customer by number, name, or phone number
  • Display customer name, address, phone info
  • Enter a new sales order
  • Display a list of pending NetLink orders (not yet submitted as orders)
    • Zoom to details of a pending NetLink order and optionally submit it
  • Display list of open sales orders
    • Zoom to details of a sales order
  • Display list of open service orders
    • Zoom to details of a service order
  • Display list of open tasks related to customer
    • Zoom to details of a task
    • Optionally edit the details of a task
  • Display credit status including
    • Credit limit
    • Current A/R Balance
    • Total of open sales orders
    • Total of open service orders
    • Calculated available credit
    • Past due amount and aging date
    • Credit rating

Previous Page