Customer Item

Module Guide: Customer List (Customer Item/Service)

Module Location

Inventory > Item/Service > Customer Item/Service

Module Objective

Although named "Customer Item/Service," this module functions as a master list for all customers registered in the system. It is an inquiry screen that provides a directory or list of all customers along with their basic information.

1. Main View (Customer List)

The main page of this module displays a complete list of all the company's customers.

View and Function Explanation

• View: This page displays a list of all customers with details such as Customer Code, Customer Name, and Customer Address.

• Filter: You can quickly search for a specific customer by using the Customer Code filter at the top.

• Function: This module is informative and functions as a search or lookup tool for customer data. There are no functions to add or edit customers from this page.

2. Workflow & Integrated Business Process

• Module Nature: This module is a read-only module for customer data.

• Usage: Use this screen as a quick way to look up a customer's code, official name, or address.

• Advanced Settings: Settings for specific items or prices for each customer are most likely done in other, more specific modules, such as the "Customer Master" in the Sales module.

Tips & Important Notes

• Do not be confused by the name; the main focus of this module is to display a Customer List, not a list of items per customer.

• Consider this module as a "Phone Book" or directory for all of your customers.