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Customers

Contents

    General Customers Information
    Customer Overview
    CUSTOMER CREDIT LIMIT
    CUSTOMER CROSS-REFERENCING
    Customer Pictures
    CUSTOMER SHIPPING ADDRESSES
    Customer Shipping Addresses Batch Import
    CUSTOMER & VENDOR TERMS
    CUSTOMER CONTROL BY SALES REP
    External Document Management
    Custom Fields

    Customers Finds and Searches
    CUSTOMER CATEGORY SEARCH
    CUSTOMER FIND WINDOW CONFIGURATION
    CUSTOMER FIND WITH WILDCARD
    CUSTOMER, FIND BY ZIP CODE
    CUSTOMER LIST BY ZIP CODE
    SEARCH FOR CUSTOMERS BY REGION
    TOP CUSTOMER LABELS AND SEARCHES

    Customers Imports and Fields
    CUSTOMER IMPORT UPDATE
    FIELDS – CUSTOMERS

    Customers Processes and Procedures
    COMBINE CUSTOMERS
    CUSTOMER CROSS-REFERENCING
    CUSTOMER SPECIAL PRICES
    Customer Sales Summary
    Customer Mailing Labels

    Updated on October 23, 2026

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    Contents

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