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Checking out customer information in Merchanter

Useful information to find in a customer record in Merchanter

Written by Ian Oldrey

Updated at January 14th, 2025

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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
  • 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

 

merchanter customer info

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