Customers

Description

Customers allows users to view, add, and manage information for all registered company customers. This ensures accurate record-keeping by enabling updates to customer details, contact information, and associated transactions. Maintaining an organized customer database supports business relationships, service management, and overall operational efficiency.

Access the Customers

• Step #1: Navigate to the "MODULE" tab in the top-left corner of the screen.

• Step #2: In the drop-down menu, hover over "System Management" to expand additional options:

  • Units of Measure

  • Departments

  • Locations

  • Positions

  • User & Employees

  • Suppliers

  • Equipment

  • Customers

• Step #3: Select "Customers" to access and manage customer records.

Guide to Access Customers

Notes: Only active users with a license, access rights, and privileges for this form can access the information. If you do not have access to a specific form or its functionalities, contact your company’s system owner or administrator to request the necessary access and privileges.