Customer Company Search

This article will show you how to utilize the Customer Company Search page:

Quick Reference Video Summary:

  • The Customer Company screen will show you a list of your customer companies with additional details readily available
  • Filters are available to search companies based on status, tax number, phone number, credit status, and more...
  • Alerts Column will either contain a Yellow, Red, or No Dollar sign:
    • Yellow Dollar Sign: No Credit Limit Set
    • Red Dollar Sign: Over the Credit Limit
    • No Dollar Sign: Credit Limit set, but Customer is not Over the Credit Limit
  • Clicking the Company ID number from the ID column will navigate you directly to that respective company's customer profile; you will also be able to begin editing and viewing the customer company detail from the Action column