The Customer record Orders tab
Description

The Customer record Orders tab provides a summarised list of sales orders for the customer. You can use this window to view the orders at a glance. 

Cause
Resolution

Access a customer record

  • On the navigation bar click Customers, then click New or double-click the required customer record

TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate. 


Customer record Orders tab

To open any sales order in the list double-click the order, or to create a new order, click New order. For existing orders the following information appears:

No The sales order number.
Type The order type, for example, sales order, quotation or SOP proforma.
Date The order date.
Amount The order total.
Allocated Allocated status.
Despatched Despatched status.

 

[BCB:119:Limitless - 50 Accounts - Customers:ECB]

 

Steps to duplicate
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