Customer Service

The customer info and sales orders pages include:

• Search for customer by number, name, or phone number
• Display customer name, address, phone info
• Enter a new sales order
• Display a list of pending NetLink orders (not yet submitted as orders)
  • Zoom to details of a pending NetLink order and optionally submit it
• Display list of open sales orders
  • Zoom to details of a sales order
• Display list of open service orders
  • Zoom to details of a service order
• Display list of open tasks related to customer
  • Zoom to details of a task
  • Optionally edit the details of a task
• Display credit status including
  • Credit limit
  • Current A/R Balance
  • Total of open sales orders
  • Total of open service orders
  • Calculated available credit
  • Past due amount and aging date
  • Credit rating

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