Mobile App - Customers

Overview

The mobile app opens in a browser on a mobile device or desktop computer. It links to the same database as BOS Professional.

If you are linked to more than one database, you select one when you sign in.

The Customers interface is a directory of companies. It lets you view, add and edit customer records, their contacts and their addresses, and (if you have access) view their accounting details. It also lets you tap an icon to phone, email or navigate to the customer.

You open it by tapping the Customers tile on the Home screen. Access is controlled by the Customers - Access Allowed setting, which also determines whether you see all customers or only your own.

All information displayed on these screenshots is made up. Any likeness to real people or companies is coincidental.

Customer List

Displays a list of customers:

  • Company name (in bold).
  • A status tag, colour-coded according to the customer's status: green for Active, amber for any other status.
  • Customer telephone number.
  • Customer Category.

Buttons Explained

Button Description
SearchFilters the list as you enter text, by company, contact, telephone or rep.
+ (Add Customer Button)Opens the New Customer popup to add a new customer record (see Customer Form). Once the customer is added, its Customer Detail page opens.
Customer (card)Tapping a customer displays a menu:
  • View Detail: Opens the customer's Customer Detail page.
  • Edit Customer: Opens the Edit Customer popup.
  • Call: Dials the customer's telephone number.
  • Navigate: Opens the customer's default address in your map app.
  • Add Contact: Opens the Add Contact popup for that customer.
  • Add Address: Opens the Add Address popup for that customer.

Customer Form

Use the customer form to add a new customer (New Customer popup) or edit an existing one (Edit Customer popup).

Buttons Explained

Button Description
Add
  • Adds the customer (New Customer popup).
  • The button stays disabled until Company Name is filled in.
  • The new customer's Customer Detail page opens.
Save
  • Saves your changes (Edit Customer popup).
  • The button stays disabled until something changes.
  • You return to where you opened the popup.
CancelCloses the New Customer popup without adding the customer.
CloseCloses the Edit Customer popup and saves any changes you made.

Fields Explained

Field Description
Company NameThe name of the customer. Required, up to 100 characters.
StatusThe customer's status: Active or Prospect.
CategoryThe customer's category. Select from the list, which you can search.
RegionThe customer's region. Select from the list, which you can search.
RepThe rep assigned to the customer. Select from the list, which you can search.

Customer Detail

Info

The customer's details are split over these tabs:

  • Information
  • Contacts
  • Addresses
  • Accounting, if you have permission to view it.

The Contacts and Addresses tabs show how many records each one holds. Tap the back button to return to the customer list.

Information Tab

Fields Explained

Field Description
CompanyDisplays the name of the customer. This field can be edited by tapping Actions (three dots) > Edit, which opens the Edit Customer popup (see Customer Form).
StatusThe customer's current status, shown as a tag (green for Active, amber for any other status). It can be changed on the Edit Customer popup.
CategoryThe customer's category.
RegionThe customer's region.
RepThe rep assigned to the customer.
Telephone
  • The customer's telephone number.
  • Tapping Actions (three dots) > Call dials the customer if accessed from a mobile device.
  • The phone number must be entered in this format: +27 82 123 4567.
Latest ActivityThe activity type and description, an SM # link to the related service ticket, who logged it and when ("by <user> on <date>"), and the note.
  • The note is limited to three lines. Tap Show more / Show less to display more or less of it.
  • Tap SM # to open the full ticket information. This link only works while the ticket is still open; for a completed or cancelled ticket, a message such as "Service ticket No. 123 has been completed." appears instead.
Information tab of a customer in the mobile app, showing the status, category, rep, telephone and the latest activity

Contacts Tab

Info

Tap + Add Contact (button) to add a contact. Use the search box to filter contacts by name, job position or email.

Fields Explained

Displays a list of contacts as follows:

Field Description
Name and Position
  • The contact's name (in bold) and job position.
  • An Accounts badge next to the name shows that this is the customer's accounting contact.
  • This field can be edited by tapping Actions (three dots) > Edit.
EmailTapping Actions (three dots) > Email opens your default email and inserts the email address.
PhoneTapping Actions (three dots) > Call from a mobile device enters the number for you to call the contact. The phone number must be entered in this format: +27 82 123 4567.
Contacts tab of a customer in the mobile app, listing each contact with job title, email and phone

Contact Form

Buttons Explained

Button Description
AddAdds the contact. The button stays disabled until something changes.

Fields Explained

Field Description
TitleThe contact's title. Up to 20 characters.
First nameThe contact's first name. Up to 50 characters.
SurnameThe contact's surname. Up to 50 characters.
Display asThe name displayed for the contact. Up to 100 characters. Tap FS (button) to fill it in from the First name and Surname.
PositionThe contact's job position. Select from the list, which you can search.
EmailThe contact's email address. Up to 150 characters.
MobileThe contact's mobile number.

Addresses Tab

Info

Tap + Add Address (button) to add an address. Use the search box to filter addresses by lookup name or address text.

Buttons Explained

Button Description
Actions (three dots)Opens a menu:
  • Edit: Opens the Edit Address popup.
  • Navigate: Opens the address in your map app, ready to start navigation. Requires a map app (for example, Google Maps) on your device.

Fields Explained

Displays a list of addresses as follows:

Field Description
LookupThe address's short name. A Default badge next to it shows the customer's default address.
AddressThe full address.
Addresses tab of a customer in the mobile app, showing the default address

Address Form

Buttons Explained

Button Description
AddAdds the address. The button stays disabled until something changes.

Fields Explained

Info

The first address you add to a customer automatically becomes the default address.

Field Description
LookupA short name for the address. Up to 50 characters.
AddressThe full address. Up to 1 500 characters.

Accounting Tab

Displayed only if the Customers Accounting - Access Allowed setting is on for you. The information on this tab is read-only.

Fields Explained

Field Description
Contact (Accounts)The person to contact for accounts.
Contact (Statement)The person statements are sent to. If a contact is not selected, statements are sent to the Accounts contact.
Reg. No.The organisation's registration number or the individual's identity number.
Account No.The customer's account number.
Vendor No.The vendor number.
Credit TermsThe Credit Terms selected for the customer.
Credit App.The date of the credit application.
Secured LimitThe credit limit that is secured.
Approved LimitThe full credit limit, which includes the secured limit and any unsecured limit.
Deposit %The deposit percentage the customer must pay.
Est. MU %The percentage markup applied to standard estimates (e.g. 23 for 23%).
Est. ComThe estimated commission, and what the percentage is applied to: % of Profit, % of Value Added, % of Selling Price, % of Cost Price, 2nd Adjustment or N/A.
Item Adj %The percentage added to an item's price. It can be positive (e.g. 5 for 5%) or negative (e.g. -5 for -5%).
Price ListThe Price List selected for the customer.
VAT TypeThe VAT Type selected for the customer.
VAT No.The customer's VAT registration number.
CurrencyThe currency selected for the customer.
Access AllowedA checklist showing, with a tick or a cross, whether the customer is allowed each of these transaction types: Quotations, Campaigns, Sales Orders, Work Orders, Delivery Notes and Invoices.
WarningA warning for staff who capture or fulfil the customer's orders (not meant for the customer). It is the same warning that appears on customer transactions in the desktop app.
Accounting tab of a customer in the mobile app, showing the account details and the Access Allowed checklist

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