Admin / Customers
Find a customer
Search and filter the Admin customer list, open a customer record and check why a customer may be missing.
Use Customers to find someone before creating another record or changing their details. You need permission to view the customer list; opening an individual customer requires customer-view access too.
Search for a customer
- Open Customers from the sidebar or Go to page….
- Check your selected Admin branch.
- In Name, shop, code or phone…, enter a name, shop name, customer code or primary phone number.
- Check the matching row’s code and contact details before selecting the customer name.
Selecting the name opens the customer’s record if you have access. The list also shows route, category, amounts and status indicators. Highlighted A, L and R indicate Active, Over credit limit and Risk customer respectively; hover over an indicator to read its label.
Narrow the list
Filters work together. Useful choices include:
| Filter | What it selects |
|---|---|
| All routes / All categories | Customers assigned to the selected route or category. |
| Any status | Active or Inactive customers. |
| All branches | Customers whose assigned route belongs to the chosen branch, within your available scope. This is separate from the Admin branch selector. |
| All reps | Customers on routes assigned to the selected representative. |
| Any activity | Customers without an invoice in the selected recent period, including those who have never purchased. |
| Any location | Customers with or without recorded map coordinates. |
| Risk only | Customers flagged as a risk. Select it again to turn the filter off. |
Balance, overdue-age and credit-state filters are also available. On Easy Pay appears when that feature is enabled. The Nothing due filter requires both the ordinary due balance and advance balance to be zero or less; it is not a check that every type of account balance is cleared.
Click Customer, Due or Advance in the table heading to sort; click again to reverse the direction. Use the pagination controls for more results, or choose 25, 50 or 100 rows per page.
If the customer is missing
Clear the search and reset the filters you selected. Use Clear filters or the numbered Clear … filters button when available. If it is not shown, reset the individual filters, including Risk only.
Check Any status before assuming an inactive customer was deleted. A branch filter can also exclude customers with no assigned route. If you still cannot find the record, ask your administrator to check your branch and viewing access before creating a duplicate.
Customer collection, advance allocation, printing and detailed account statements will be covered separately; these guides focus on finding and maintaining customer details.