How to Manage a Customer

To manage a customer, navigate to Admin > Customer Setup > Customers. This will open the Customers list, where all existing customers are displayed.

Finding a Customer

You can browse the list directly or use the Customer Filters at the top of the page to narrow it down by:

• Sales Rep – Filter by the assigned sales representative
• Customer Group – Filter by the group the customer belongs to

Click Apply to filter the results or Reset to clear the filters and return to the full list.

What You Can Do From This Screen

Each customer in the list has a Manage link in the Actions column. Clicking it opens the full customer management page, where you can manage the following:

• Locations – View, add, and configure the customer's locations and their settings, accounting profiles, operations profiles, and address books. Managing a Customer – Locations
• Location Defaults – Set default values that apply to all of the customer's locations. Managing a Customer – Location Defaults
• Credit – Manage the customer's credit settings. Managing a Customer – Credit
• Legal – Handle legal information and agreements for the customer. Managing a Customer – Legal
• Profile – View and edit the customer's profile information. Managing a Customer – Profile
• Settings – Configure additional customer-level settings. Managing a Customer – Settings