QuickBooks Inventory Software

Other Resources

1. Get free trial
2. Schedule Demo
3. Contact us

 

 

Customer Info

The Customer Info screen contains a complete history of that Customer's dealings with your company. At the top of the screen, you'll have easy access to vital stats such as the Customer's address, contact info, and their credit limit for making purchases. If any notes about the Customer exist, you'll see the first few lines of these notes in this section as well. Just click the Edit Notes... button to view the notes in their entirety.

Of course, if you see any information about the Customer that needs to change, click the Edit Customer... button to pull up the New Customer dialog with the Customer's info already filled in. Just make any needed adjustments, and then save it off.

Below this info, you have a series of three tabs. Each tab has a set of commands as well as a pertinent list of information available to you:

You can double-click any listing to bring up its corresponding transaction. Let us quickly go over the information and commands that can be found on each tab:

• Sales Orders / Quotes. This tab shows a list of all Sales Orders and Quotes that you've created for this Customer. Additionally, you have buttons that will let you create a new SO or Quote for the Customer. Finally, you can also choose Duplicate Selected Transaction to create a new instance of an old transaction. This is can be a real time-saver if, for example, you have a Customer who places periodic Sales Orders for the same set of Items over and over.

• Ship Docs / Customer Returns. This tabs shows all Ship Doc and Return transactions for the Customer. Additionally, it offers buttons to create a brand new Ship Doc or Customer Return for the Customer in question.

• Recently Shipped Items. Finally, you have a list that shows all the Items that were recently shipped to the Customer. This defaults to the 30 most recently shipped Items, but you can change this with the filter located just below the list itself:
  
  
  
  This tab also sports a couple of useful commands. Click Add Selected Items To Open Documents to add any selected Items in the list to any or all open transaction forms of your choosing, such as Sales Docs, Customer Returns, etc. Or, you can choose the Add Selected Items to New... submenu to start a brand new transaction based on the current Customer. You can choose from the following documents: Sales Order, Ship Doc, Quote, or Customer Return.