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TradeOffice

Customer Accounts

  • Step 1: Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
  • Step 2: Click on Customer Accounts as shown in the fig1 below.
image showing customer accounts navigation
Fig 1.0 Customer Accounts navigation.

  • This displays a list view of Customer Accounts.
Image showing list of existing customer accounts.
Fig 1.1 Image showing list of existing customer accounts.

Filter a Customer Account

  • Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
    • Search string: for filtering records
    • Company: A dropdown list of companies
    • Customer Group
    • Type: A dropdown list of partner groups.
    • Mode - A dropdown list of modes
    • Status: dropdown list of status types.
Image showing filter button and options for customers
Fig 2.0 Image showing filter button and options for customers.

View a Customer Account

  • From the list view, click on the customer number. This will redirect you to the customer view
Image showing customer ID of a customer account
Fig 3.2 Image showing customer ID of a customer account.

  • From the customer view, you can edit, view valuation. create case, deactivate an active customer etc.
Image showing customer view.
Fig 3.1 Image showing customer view.

Exporting Customer Accounts

  • Export the Customer Accounts data to excel by clicking the Export button
Image showing Customer Accounts export button
Fig 4.0 Image showing Customer Accounts export button.

Note: Once the export button is clicked, it pops up an option to download a copy of the Customer Accounts to your computer system as an excel document.
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