Checking out customer information in Merchanter
Useful information to find in a customer record in Merchanter
Merchanter has rich trading information about the customers you deal with. This video gives a brief overview of the typical information you can find.
- Dashboard - the activity timeline and key statistics about the customer
- About - basic trading settings
- Addresses - the invoicing and delivery addresses for the customer
- Contacts - the people and their contact details who work for or with the customer
- Products - the products the customer has purchased in the last 6 months
- Quotes - the quotes this customer has had, including live, expired and cancelled ones
- Orders - the orders this customer has had, split by status. Includes the ability to quickly reissue old invoices for a customer
- Bulk Orders - all the bulk (contract) orders for this customer and their progress
- Repeating Orders - all parent repeating orders for this customer and their progress
- Credit Control - the credit details including limits, credit status and aged debt
- Financials - the invoices and credit notes from the sales ledger record for this customer, updated live from your financials software
- Payments - any account payments made by this customer and the ability to add new ones
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Pricing - the pricing configuration for this customer including
- Default price row in the price book
- Advanced pricing by product category, group and sub group
- Manual product price agreements
- Price lists generated and issued to the customer
- Clauses - custom text clauses to add to documents for this customer
- Documents - any imported documents or attached to notes
- Notes - a filtered view on the user entered notes
- Analysis - a summary of the customer spend over the last 12 months and the categories of products they have been spending on