How does the customer module work?

In this module, you can monitor customers, manage them, create new customers, and view the order history of each customer.

This module works in conjunction with the orders and sales modules. To access this module, you only need to go to the module bar and click on the Customers module

In the customers module, you will be able to view a list of your customers along with a description, such as:

There is also an Action option, you can see its functionality in this link How does the “Action” option work in the customers module?

There is also an option to search for orders using a date range or by entering a customer description.

This module has indicators, which are: Number of active customers, Number of customers with monetary debt, Number of customers with containers to return, and Total monetary debt.

Lastly, we have quick actions, which are:

Add customer

Export customers

Show inactive customers

View customers with monetary debt

View customers with container debt

Now go back to Clients to continue with the next article.