Customers List View

Overview

Customers and clients are the people or organisations that purchase goods or services from a business. In BOS Professional, the term customer is used and includes clients.

Organisations can have an unlimited number of customer records.

List View displays a list of customer records. The records can be double-clicked to edit them.

Navigation

Main Menu > Customers > Customers

Buttons Explained

Button Description
ResetResets the data filters.
ViewDisplays a list of customers based on the selected data filters.
NewOpens an interface to create a new customer record.
OutputUnavailable.
Actions
  • Batch Update: Updates all the selected records when Update (button) is clicked. The options are:
    • Access CI: Checkbox. If checked, Customer Invoices may be created for this customer.
    • Access CPN: Checkbox. If checked, Campaigns can be created for this customer.
    • Access DN: Checkbox. If checked, Delivery Notes may be created for this customer.
    • Access QT: Checkbox. If checked, Quotations may be created for this customer.
    • Access SO: Checkbox. If checked, Sales Orders may be created for this customer.
    • Access WO: Checkbox. If checked, Work Orders may be created for this customer.
    • Branch: Changes the customer's branch of the organisation to the one selected from the dropdown list.
    • Category: Changes the category to the one selected from the dropdown list.
    • Credit Limit: Changes the credit limit to the one entered the adjacent block.
    • Currency: Changes the currency to the one selected from the dropdown list.
    • Deposit%: Changes the percentage deposit that the customer must pay to the one entered the adjacent block.
    • Est. MU%: Changes the standard estimate markup percentage to the one entered the adjacent block.
    • Item Adj%: Changes the item adjustment percentage to the one entered the adjacent block.
    • Price List: Changes the customer's Price List to the one selected from the dropdown list.
    • Region: Changes the region to the one selected from the dropdown list.
    • Rep: Changes the rep to the one selected from the dropdown list.
    • Status: Changes the status to the one selected from the dropdown list. The statuses are Prospect, Active, Suspended or Closed.
    • Terms: Changes the terms to the one selected from the dropdown list.
    • VAT Type: Changes the VAT Type to the one selected from the dropdown list (e.g. Standard, Exempt, Zero-rated).
  • Format: Changes the Company Names, Addresses and Contact Info into upper and lowercase format for all the selected records.
Menu
  • View Changelog
  • Settings
    • Edit Categories: Opens an interface to create or edit Customer Categories.
    • Edit Positions: Opens an interface to create or edit job positions for contact people.
    • Edit Regions: Opens an interface to create or edit regions.
  • Export
    • Email Excel: Attaches the display in .xlsx format to an email.
    • Export Grid: Creates a .xlsx file of the current display and lets you choose where to save it.
  • Layout

Filters Explained

Filter Description
Set
  • Preset periods such as today, this month, this year.
  • Filters the records based on their creation dates.
  • No Date displays all the records.
DateLets you define the dates if User Date is selected under Set.
← →Adjusts the date in the direction of the arrow.
CategorySelect a specific category or all.
TermsSelect a specific term or all.
StatusSelect a specific status or all.
RepSelect a specific rep or all.

Fields Explained

Field Description
Field Chooser (*)Lets you add or remove columns.
Acc No.The customer's Account Number.
AttachmentsA paperclip that indicates attachments.
CategoryThe customer's category.
CI AccessCheckbox. If checked, Customer Invoices can be issued.
CompanyThe name of the customer.
Contact (Accounts)The contact person for accounts.
Contact (Statement)The contact person to receive statements.
CPN AccessCheckbox. If checked, Campaigns and Contracts can be issued.
CreatedThe date on which the record was created.
Created byThe user who created the record.
Credit App.The date on which the credit application was completed.
Credit limitThe customer's credit limit.
CurrencyThe customer's currency.
Deposit%The percentage deposit the customer should pay.
DN AccessCheckbox. If checked, Delivery Notes can be issued.
Est. MU %The percentage markup applied to Standard Estimates.
IDThe system-generated number for the record.
Item Adj %The percentage adjustment added to item prices.
Price ListThe Price List applicable to the customer.
QT AccessCheckbox. If checked, Quotations can be issued.
Reg. NameThe customer's registered name.
Reg. No.The customer's registration number.
RegionThe customer's region.
RepThe rep allocated to the customer.
SO AccessCheckbox. If checked, Sales Orders can be issued.
StatusThe customer's status.
TermsThe customer's terms.
UpdatedThe date on which the record was last updated.
Updated byThe user who last updated the record.
VAT No.The customer's VAT registration number.
VAT TypeThe customer's VAT Type (e.g. Standard, Zero-rated, Exempt).
WO AccessCheckbox. If checked, Work Orders can be issued.

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