Customers List View

Overview

Customers and clients are the people or organisations that purchase goods or services from a business. In BOS Professional, the term customer is used and includes clients.

Organisations can have an unlimited number of customer records.

List View displays a list of customer records. The records can be double clicked to edit them.

Navigation: Main Menu > Customers > Customers

Buttons Explained

• Reset: Resets the data filters.

• View: Displays a list of customers based on the selected data filters.

• New: Opens an interface to create a new customer record.

• Output: Unavailable.

• Actions

  • Batch Update: Updates all the selected records when Update (button) is clicked. The options are:

    • Access CI: Checkbox. If checked, Customer Invoices may be created for this customer.

    • Access CPN: Checkbox. If checked, Campaigns can be created for this customer.

    • Access DN: Checkbox. If checked, Delivery Notes may be created for this customer.

    • Access QT: Checkbox. If checked, Quotations may be created for this customer.

    • Access SO: Checkbox. If checked, Sales Orders may be created for this customer.

    • Access WO: Checkbox. If checked, Work Orders may be created for this customer.

    • Branch: Changes the customer's branch of the organisation to the one selected from the dropdown list.

    • Category: Changes the category to the one selected from the dropdown list.

    • Credit Limit: Changes the credit limit to the one typed in the adjacent block.

    • Currency: Changes the currency to the one selected from the dropdown list.

    • Deposit %: Changes the percentage deposit that the customer must pay to the one typed in the adjacent block.

    • Est MU%: Changes the standard estimate mark-up percentage to the one typed in the adjacent block.

    • Item Adj%: Changes the item adjustment percentage to the one typed in the adjacent block.

    • Price List: Changes the customer's price list to the one selected from the dropdown list.

    • Region: Changes the region to the one selected from the dropdown list.

    • Rep: Changes the rep to the one selected from the dropdown list.

    • Status: Changes the status to the one selected from the dropdown list. The statuses are Prospect, Active, Suspended, or Closed. 

    • Terms: Changes the terms to the one selected from the dropdown list. 

    • VAT Type: Changes the VAT Type to the one selected from the dropdown list (e.g. Standard, Exempt, Zero-rated). 

  • Format: Changes the Company Names, Addresses, and Contact Info into upper and lowercase format for all the selected records.

• Menu

  • View Changelog

  • Settings

    • Edit Categories: Opens an interface to create or edit customer categories.

    • Edit Positions: Opens an interface to create or edit job positions for contact people.

    • Edit Regions: Opens an interface to create or edit regions.

  • Export

    • Email Excel: Attaches the display in .xlsx format to an email.

    • Export Grid: Creates a .xlsx file of the current display and allows users to choose where to save it.

  • Layout

Filters Explained

• Set:

  • Preset periods such as today, this month, this year.

  • Filters the records based on their creation dates.

  • No Date displays all the records.

• Date: Allows users to define the dates if User Date is selected under Set

• ←     →: Adjusts the date in the direction of the arrow.

• Category: A dropdown list to select a specific category or all.

• Terms: A dropdown list to select a specific term or all.

• Status: A dropdown list to select a specific status or all.

• Rep: A dropdown list to select a specific rep or all.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• Acc No.: The customer's Account Number.

• Attachments: A paperclip to indicate there are attachments.

• Category: The customer's category.

• CI Access: Checkbox. If checked, Customer Invoices can be issued.

• Company: The name of the customer.

• Contact (Accounts): The contact person for accounts.

• Contact (Statement): The contact person to receive statements.

• CPN Access: Checkbox. If checked, Campaigns and Contracts can be issued.

• Created: The date on which the record was created.

• Created by: The user who created the record.

• Credit App.: The date on which the credit application was completed.

• Credit limit: The customer's credit limit.

• Currency: The customer's currency.

• Deposit %: The percentage deposit the customer should pay.

• DN Access: Checkbox. If checked, Delivery Notes can be issued.

• Est. MU%: The percentage mark-up applied to Standard Estimates.

• ID: The system-generated number for the record.

• Item Adj %: The percentage adjustment added to item prices.

• Price List: The price list applicable to the customer.

• QT Access: Checkbox. If checked, Quotations can be issued.

• Reg. Name: The customer's registered name.

• Reg. No.: The customer's registration number.

• Region: The customer's region.

• Rep: The rep allocated to the customer.

• SO Access: Checkbox. If checked, Sales Orders can be issued.

• Status: The customer's status.

• Terms: The customer's terms.

• Updated: The date on which the record was last updated.

• Updated by: The user who last updated the record.

• VAT No.: The customer's VAT registration number.

• VAT Type: The customer's VAT type (e.g. Standard, Zero-rated, Exempt).

• WO Access: Checkbox. If checked, Work Orders can be issued.