Supply Chain
Supply Chain Overview

Managing Customers

1min

Managing Customers

To manage existing customers, select the Customers module under Supply Chain from the horizontal menu. From this view, you can see a complete list of all your customers.

To search for a customer, enter the customer's name into the Search bar.

To show company names alphabetically in ascending or descending order, click the Sort icon to the right of the Company Name column heading.

Click the + icon next to the left of a Company Name to show the customer's most recent orders, including the SKUs, Last Order Date, Quantity, Price, and any Notes.

Click the down arrow under the Actions column to View Details, Edit, or Delete a customer record.