Customers
The Customers section provides access to customer records and related information.
Overview
Section titled “Overview”Manage customer relationships including:
- Customer profiles
- Contact details
- Location information
- Order history
Features
Section titled “Features”Customer List
Section titled “Customer List”- Browse all customers
- Search by name or location
- Filter by status or region
Customer Details
Section titled “Customer Details”- Profile information
- Contact directory
- Ship-to locations
- Associated accounts
Customer Actions
Section titled “Customer Actions”- Update customer details
- Add contacts
- View order history
- Access tank information
Offline Support
Section titled “Offline Support”Customer data syncs automatically for offline access.