Customer Summary¶

The Customer Summary page can be accessed by selecting the Customer Summary link under the Manage Admin dropdown in the navbar.

The default page of Customer Summary looks as follows:

When clicked on Show Filters link the page displays as below and

The page contains the following elements:

1. A Hide Filters link that will hide the available page filters
2. Available filter dropdowns - Customer Number(s), Customer Name(s),Status, Customer Type, and Merchant Name
3. Reset button to reset the filter to its default value
4. Filter button to filter the on-page data based on the selected filter value
5. A dropdown to change the number of rows displayed in the table
6. A dynamic search box that will show rows matching the user-entered criteria
7. Table containing the information of the available Customers
8. Customer— A link that will take the Admin user to Edit Customer page for the selected Customer
9. Action — dropdown to perform various actions on customers
10. A pager to go between pages in case there are more rows than what will fit on the page
11. Add — Button that will take the Admin user to Add Customer page to create new Customer

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Actions¶

The Admin user can perform various actions on the Customers by using the Action dropdown of the individual customer row.

The Action dropdown of the customer row whose Status is Active contains the following elements:

1. Edit — A link to which takes the user to Edit Customer page where the user can modify/update the customer information.
2. Clone — A link to create a new customer by cloning the existing customer.
3. Delete — A link to delete a customer.

If both the Invoices module and the Customer Summary switch are enabled then the Action drop-down looks as follows:

1. Edit — A link to which takes the user to Edit Customer page where the user can modify/update the customer information
2. View Invoices — A link to view invoices of the customer.
3. Clone — A link to create a new customer by cloning the existing customer
4. Delete — A link to delete a customer

For Merchant Admin role user an additional feature called Add Adhoc Invoice will be visible being the feature is enabled at the merchant level.

Clicking upon View Invoices link, the user is taken to the Invoice Summary page, where the user can view invoices related to that particular customer.

Clicking upon the Add Adhoc Invoice link, the user is taken to the Add Adhoc Invoice page where the user can add an on-demand invoice for a particular customer.

The page contains the following elements:

1. Customer Number — Field pre-filled with the Customer Number to which the invoice is being created.
2. Customer Name — Field pre-filled with the Customer Name to which the invoice belongs to.
3. Invoice Date — Field to choose a date for the new Invoice.
4. Terms — Field to enter the numebr of days which is agreed upon for the aging of the invoice.
5. Invoice Amount — Field to enter the invoice amount.
6. Currency — Drop-down to select the currency for the invoice.
7. Description — Field to enter the any description related to the invoice, ex: "Missing Monitor".
8. Memo — Field to enter any additional information related to the invoice.
9. Cancel — Button to cancel the process of adding invoice and return to the Summary page.
10. Save — Button to save the invoice.
11. Save & Send — Button to save the invoice and also will send a notification to the customer with the details of the invoice.

After filling all the required fields and clicking upon the Save & Send button the user is returned to the Customer Summary page with a message as follows and a notification email/SMS is sent to the customer with the invoice details.

By clicking Delete link in the Action dropdown, a popup gets displayed to alert the Admin users that the customer users under that customer will also get deleted if the Customer is deleted, with No and Yes buttons.

Clicking No button will close the popup and cancels the deletion process. Clicking Yes button in the pop-up will delete the Customer and the users associated with that Customer and a message gets displayed as follows:

Clone Customer¶

The Clone Customer page can be accessed by selecting the Clone link in the Action dropdown.

The page looks and behaves similar with that of Add Customer page with the exception that some of the values are auto-filled with that of the original Customer.

The page looks as follows:

After the required fields are filled out, clicking on Save button will create a new Customer and the Admin user is returned to the Customer Summary page with a success message.

Restore Customer¶

Action dropdown of a deleted customer row looks as follows:

Clicking on Restore Customer will restore a deleted customer and makes the customer Active again, and a success message gets displayed in the Customer Summary page.

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Updated As Of Version 6.0.0