Customers & Sales

Customer Center

The Customer Center is a dashboard-style screen that combines a customer list, detailed contact and financial information, and a full transaction history into a single view. Select any customer in the list to instantly see their contact details, aging summary, sales performance, and every transaction on record.

Access from the Sales panel › Customer Center button, or via Setup › Sales menu.

Screen Layout

The Customer Center uses a resizable three-panel layout:

Panel	Location	Contents
Customer List	Top-left	Filterable grid showing Number, Name, and Balance columns
Details Dashboard	Bottom-left	Contact & Account, Financial Summary, and Sales & Returns panels
Transactions	Right	Complete transaction history for the selected customer

All three panels are connected by splitters, so you can drag the dividers to resize them to your preference.

Filters

The filter bar at the top of the screen narrows the customer list:

Filter	Description
Type	Show only customers of a specific customer type
Store	Filter by assigned store (defaults to your current store)
Customer Search	Free-text search across name, number, address, phone, fax, email, contact, and web page fields. Multiple words narrow the search further (AND logic).

Contact & Account

When you click a customer in the list, the Contact & Account panel shows their master record details:

Field	Description
Name	Customer name
Company	Customer type name
Contact	Primary contact person
Address	Full mailing address (street, city, province, postal)
Phone / Alt Phone	Primary and secondary phone numbers
Fax	Fax number
Email	Email address
Terms	Payment terms (e.g. Net 30, 2% 10 Net 30)
Price Level	Assigned price level for this customer
Tax ID	Tax identification number (TIN)
Notes	Free-form notes from the customer master record

Financial Summary

The Financial Summary panel provides a real-time aging breakdown and key account metrics:

Field	Description
Balance	Total outstanding balance (displayed in large bold text)
Current	Amount owing within the first 30 days
31–60	Amount overdue 31 to 60 days
61–90	Amount overdue 61 to 90 days
91–120	Amount overdue 91 to 120 days
120+	Amount overdue more than 120 days
Avg Days to Pay	Average number of days this customer takes to pay invoices
Open Sales Orders	Total dollar value of unfulfilled sales orders
Last Sales Order	Date of the most recent sales order
Last Invoice	Date of the most recent posted invoice

Sales & Returns

The Sales & Returns panel compares activity over two time periods:

Metric	Past 30 Days	Past 365 Days
Sales	Total invoiced amount for the period
Returns	Total credit memo / return amount for the period
Return Ratio	Returns as a percentage of sales (Returns ÷ Sales × 100)

Tip A rising return ratio may indicate product quality issues, incorrect shipments, or a customer that habitually over-orders. Use this metric to flag accounts that need attention.

Transactions Panel

The right-hand Transactions panel displays every posted transaction for the selected customer in the current store, including:

Column	Description
Type	Transaction type (Invoice, Payment, Return, Journal Entry, etc.)
Number	Transaction number
Date	Posting date
Amount	Transaction amount
Void	Shows “Yes” if the transaction has been voided

Double-click (or press Enter) on any transaction row to drill down into the original master screen — the Invoice Master, Customer Payment, Customer Return, Journal Entry, or whichever screen created the transaction. This lets you review or edit the full details without leaving the Customer Center.

Right-Click Actions

Right-click a customer in the list to access these shortcuts:

Action	Description
Customer Statement	Open the Print Statement screen for this customer
Aged Receivables	Open the Aged Receivables report filtered to this customer
Inquiry	Open the Account Inquiry for this customer’s card
Card Adjustment	Create a card adjustment for this customer
Customer Sales	Open the Sales Report filtered to this customer

Related Screens