Other Actions in Customers
Reading a customer's open commitments before you promise them anything else.
The customer record is the fastest route to a question the item list cannot answer: how much of my stock is already spoken for by this account.
On one customer
| Action | What it gives you |
|---|---|
| Open sales orders | What is reserved for them, and therefore unavailable to anybody else |
| Shipments | What has actually gone, and what is still in transit |
| Invoices | What has been billed, and what is outstanding |
| Attach a document | A signed delivery agreement, or their goods-in requirements |
| Deactivate | Stops them appearing in pickers without deleting their history |
On the list
| Filter | What it answers |
|---|---|
| Active | Who you can still raise orders for |
| By rate list | Everybody on one contract, when the pricing changes |
| By city or postcode | Useful when planning a delivery route |
| Export | The contact list, out to a file |