Search or filter customers

In the customer module, you can search for customers by name or by customer type.

Requirements for searching or filtering customers

  • It is very important to have the clients created. We can review the process in Create a new client.

Steps to find or filter customers:

  1. Go to the drop-down menu on the left-hand side, and click on CONTACTS.
  2. On the left side we find different filters to select the type of customer you want to search for. You can have Company, Distributor, Customer, Manufacturer and Supplier.
  3. Depending on the type of customer we click on, a list will appear with the name, type of customer, email and telephone number.
  4. We also have a search engine to search for the client by name or email.

In the Shop module you can also search for the customer:

  1. Once you have started a sale, we can search for a customer, in case the customer is not yet registered we can create a new one from the sale.
  2. In the SELL screen, a search engine appears next to the product search engine.
  3. If we enter the name or surname of the client we have in the database, it will appear.

Picture Point 2: Visualisation of Client types

Image Point 2: add customer in shop module