Accessing Customer Details Tab within Sales.Live

Accessing Customer Details Tab for more information about the Customer

Article Summary 


The Customer screen lists the key information about your Customers and provides a Details button which displays the full details of a single customer, as explained in this article.


Introduction

In Sales.Live you can view information about your Customers by clicking on the Details button next to a Customer, in the Customers screen.




The Customer Details Screen has tabs across the top of it, each containing different information:






Notes: 

  • Access to some of the customer details is controlled by the Sales .Live Roles and Permissions. Your login may not show all the tabs listed here.

  • If you are operating in Stand-Alone (unconnected) mode you may also be able to edit the customer’s information here

  • In Connected Mode Warehouses will come from your Business System that you are connected to.  
    If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines. 


Details

  1. The fields shown here include account name and primary contact information, the Sales Area and Price Level.
  2. The primary contact may be the only contact for a customer or it may just be one of many - see the Contacts tab below.
  3. If you have multiple prices per product (i.e. are using Price Levels) the Price Level field here will tell Sales .Live which of those prices apply to transactions for this customer.

Contacts

Each customer may have an unlimited number of associated contacts.


If the list here is very long you can search for a particular contact:




Addresses

Depending on your Business System, one or many addresses may be shown here.


If your Business System is Sybiz Vision .Net, only one address will be shown - the customer’s Physical address.


Common Items

To make it easy to refer to previous sales of a particular product to this customer (for example to see the price you sold at), all products sold in the previous 6 months are listed here.


If you are in Connected mode this includes all sales which have been invoiced in your Business System, including those posted in Sales .Live or directly.


Special Prices

If your customer has any Special Prices set up in your Business System then these will be shown here.


Templates

Customer Templates are a quick way to select the Inventory Items a Customer is interested in, and complete the Qty's either for a Quote, Order or Invoice. 

Note: In Connected Mode Customer Templates will come from your Business System that you are connected to.

If not in Connected Mode, you can Add, Edit or Delete them from within Sales.Live as this article outlines.

To Add a Customer Template click the Details button next to the Customer, and then go to the Templates Tab. 




Now you can click the Add Sales Template Button, and the New Sales Template Box will appear


Enter a Template Code and Template Description, then click the Add button.

Next you can click the Add Item button to add an Inventory Item and Qty to the Template.

You can enter a Qty of 0 as well if you don't want any Qty to load into the Cart initially, when selecting a Template. 


Order History


From this tab, you can see the orders which have been placed for this customer in the last 6 months.
Details include Order number, reference, date, warehouse and total value.


Invoice History


The value of sales invoiced to this customer in the last 6 months are shown here, tabulated


Invoice Chart


The value of sales invoiced to this customer in the last 6 months are shown here as a graph



Notes


If your Business System includes a general Notes field on each customer you can view those notes here. 

Action List


Any actions added to a Customer in the Action List section (see Actions Menu) will appear here.


Custom Fields


Any customer based custom fields you have created in your Business System will be shown here.

Need further information? 

Submit a ticket by sending an email to Support@Plus.Live or use the "Chat" option (note - only available within Plus.Live).

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