Customer Info Module Fields
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The Customer Info module is the best way to overview all the information about a Customer quickly. You can view their Orders, Invoices, and balances and edit them from this module.
This interactive field allows you to navigate through customer details, enabling you to search and select customers. Once a customer is successfully chosen, the system provides a comprehensive view of their information. For parent customers, both individual and total balances are displayed, offering a holistic understanding of their financial standing.
These are the fields populated after a successful customer search result -
Customer
This is the name of the Customer.
Balance
This is the individual balance of the Customer.
Total Balance
This is the total balance of the parent Customer.
Besides the above-mentioned fields, you can view other customer details including -
Notes/Comments(if there are any)
Customer/Job
Customer Type (Individual or Company)
Company Name (if applicable)
First Name
Last Name
Payment Terms
Average Days to Pay
Bill Address
Ship Address
Main Phone
Work Phone
Fax
Sales Rep
Credit Limit
Card(s) on File
In this section of the Customer Info module, you can view the Accounts Receivable Aging Summary for the selected customer. The Accounts Receivable Aging Summary specifically showcases unpaid invoices for the current period and categorizes them into aging brackets of 30, 60, and 90+ days. This categorization is instrumental in assessing the timeliness of payments and allows businesses to gauge how long invoices have remained outstanding.
A notable feature is the flexibility to include or exclude deposits and credits from the analysis, providing users with tailored insights into the true outstanding receivables.
Table View
The Table View functionality meticulously displays key information, including the year, month, and net sales for each month. This intuitive representation allows customers to discern patterns, identify peak periods, and gain a nuanced understanding of their sales trajectory over time.
A standout feature of this functionality is the ability to conveniently observe the cumulative impact, as the total net sales for the entire period are prominently showcased at the bottom of the table. This holistic view not only aids in trend analysis but also facilitates strategic decision-making by providing customers with a data-driven perspective on their sales performance.
The Customer Info module offers a variety of options at both the header and detail levels to efficiently manage and view customer info.
For effective control and customization of customer-related details, the Customer Info module offers a diverse set of options at the header level.
Located under the "Options" menu in the top right corner of the page, these options empower users to manage and edit customer information with ease.
Balance Overview - The Balance Overview feature provides an intricate analysis of a customer's financial status. This overview encompasses crucial details such as Overdue Invoices, Credit Limit, Invoice Balance, Credit and Deposit Balance, Net Balance, and Order Balance. Additionally, any outstanding invoices or pending orders from the customer can be viewed on this page.
View Statement - This allows you to activate the Customer Statement module to generate, print, and email a comprehensive statement report. This feature opens in a pop-up window for seamless accessibility.
Create SO - This allows you to instantly generate a Sales Order for the chosen customer. This action seamlessly directs you to the Sales Order module, providing a streamlined environment to create a Sales Order tailored to the customer's needs.
Create Estimate - This allows you to create an Estimate for the selected customer via the Estimate module. You can efficiently generate estimates for the selected customer via the dedicated Estimate module. This functionality facilitates accurate and transparent communication during the pre-sales phase.
Create Invoice - This allows you to initiate the creation of an Invoice for the selected customer. This process seamlessly directs you to the dedicated Create Invoice module, offering a user-friendly interface for crafting detailed and professional invoices.
Create Sales Receipt - This allows you to create a Sales Receipt for the selected customer. This feature empowers you to generate a Sales Receipt tailored to the selected customer, providing a convenient way to document completed transactions.
Balance Overview
This allows you to view important customer information like overdue invoices, pending orders, and defaulter statuses.
View Statement
This opens the Customer Statement module which lets you generate a statement report.
Create SO
This allows you to create a Sales Order for the selected customer.
Create Estimate
This allows you to create an Estimate for the selected customer.
Create Invoice
This allows you to create an Invoice for the selected customer.
Create Sales Receipt
This allows you to create a Sales Receipt for the selected customer
These tabs are located in the bottom half of the Customer Info module page.
This tab allows you to view the transactions related to the selected Customer. You can further filter the transaction results using the following options.
Transaction Type: Here, you can select which type of transactions to view below.
Date Filter: The date filter allows you to narrow down the transactions to within a date range.
Transaction type - Transaction Types serve as the classification backbone, allowing users to categorize Account Transactions systematically. This strategic classification imparts clarity to financial records and aids in the efficient organization of transactions.
A spectrum of Transaction Types is at your disposal, ranging from Invoice and Credit Memo to Sales Receipt, Refund Receipt, Apply Customer Credit, Refund Payment, and more. These diverse options provide flexibility in aligning transactions with specific financial activities, ensuring a nuanced representation of your financial data.
Tracking # - Clicking on the tracking number for a specific transaction allows users to track their orders shipped using third-party delivery services. By integrating this feature, the system aligns with the need for real-time tracking and order visibility. Users can effortlessly monitor the progress of their orders, fostering a proactive approach to customer service, inventory management, and overall operational efficiency.
This tab lets you view the orders and estimates for the selected customer. You may filter the results using the following options -
Type: Here you can select which type of order to view. Available options are Estimate, Sale, Transfer or All.
Status: Here you can select which status to view for the orders. Status can be Released, Partially Shipped, Shipped, Closed and Open.
Date Filter: The date filter lets you narrow down the orders to within a date range.
Ship Date: Here you can select the Ship date to view the orders.
This tab allows you to view the various Invoices linked to the selected customer.
You may further filter the results using the following options -
Select Status - This allows you to view the Invoices as per their status. Available options are Open, Partially Paid, Paid, and Void.
Invoice Number - This allows you to view the Invoices as per their number.
SO Number - This allows you to view the Invoices as per the linked Sales Orders.
From Date - To Date - The date filter lets you narrow down the orders to within a date range.
In the Customer Info module, the dedicated Communications tab serves as a hub offering users a comprehensive view of all communication sent to the selected customer. This includes a record of various emails, such as notifications for shipped orders and reminders for pending payments.
It allows a consolidated view of all communication related to the customer in one accessible location. Users can conveniently review emails from various modules in a unified interface, presenting a holistic view of the customer's interaction history.
Reference Number - When you click on the Reference Number generated by the system after searching, a pop-up window promptly unfolds, revealing a preview of the corresponding email.
This dynamic preview is tailored to the specific type of email, ensuring that the displayed information aligns with the nature of the transaction. For instance, if the email corresponds to a Sales Order, the preview includes crucial details such as the order's current status—whether it is confirmed, shipped, or partially shipped. In the case of an invoice, the preview includes comprehensive details of the invoice, including a convenient link for payment.
For invoices, the system goes a step further, offering a seamless pathway to facilitate payments. Within the preview, you'll find a "Make a Payment" link. Clicking on this link effortlessly navigates you to the Record Payment page. Here, you can securely input your card details and proceed to make the payment for the associated invoice.
The Customer Info module offers line-level functionalities to manage orders, estimates, deposits, and invoices efficiently. These options establish connections between the Customer Info module and other relevant modules in XoroERP, facilitating seamless processes related to customer transactions.
Edit in New Window: This feature redirects users to the Orders & Estimate window, enabling them to modify the details of the selected order or estimate.
Show Deposit: By selecting this option, users are directed to the Customer Deposit Centre, where they can access details regarding customer deposits associated with the selected order.
Apply Deposits/Credits: Users can apply deposits or credits linked to the customer to the selected invoice, streamlining payment processes.
Pay Invoice: This option navigates users to the Invoice Payment module, allowing them to settle unpaid or partially paid invoices for the customer.
Show Credits Applied: Users are redirected to the Customer Credit Centre to view the credits applied to the selected invoice.
Show Deposits Applied: This option directs users to the Customer Deposit Centre to view the deposits applied to the selected invoice.
Edit in New Window: Enables users to edit the details of the selected invoice on the Create Invoice page.
Add to Email Queue: Allows users to include the invoice in the Email Queue. They can specify the document, email template, recipients, and add the invoice to the Email Queue via a pop-up window.
The Customer Info module offers various features that facilitate the customer search or update process.
These features cater to diverse needs, providing users with a seamless experience while navigating and managing customer information
Refresh:
This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.
Save:
Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.
Advanced Search:
The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.
Columns:
Columns represent the customizable criteria available to users, enabling them to further refine their searches. The options within the column dropdown dynamically adjust based on the active tab, ensuring relevance and convenience for users.
Download:
This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.
In case, you want to update or modify the Customer Info, you can click on the Edit button to do so.
The module provides an extra feature for adding a new customer seamlessly. Simply select the "Add New Customer" option from the Customer dropdown menu, and you will be directed to the Create Customer module, where you can effortlessly create and save a new customer.
The module also features a message beneath the Customer Name field. Typically, this message includes details regarding available credits and deposits, along with a link to view them. However, if the customer has been placed on hold for any reason, the displayed message reads "Customer On Hold," accompanied by the specific reason for the hold status.
The above fields will be populated as per the details input during .
