Customer Records Tutorials

Customers are often referred to as Debtors or Accounts Receivable. They represent individuals or businesses that owe money for goods or services provided.

All the relevant Customer information can be entered in QuickEasy BOS, including contact details, addresses, registration information, and credit terms. 

There are two Views. List View displays a list of Customers with names and key information. Edit View allows users to add or edit Customer information (if they have the required authority).

Navigation: Main Menu > Setup > Customers

These tutorials explain how to display customer lists and how to create, edit, and delete customer records.

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How to Display a List of Customers

This List View summarises customers’ information, and displays information such as their names, trade names, currency, and registration information.

1. Navigate to Customers.
2. Click Menu (button) > Default.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Display Customers’ Accounting Information

This List View summarises customers’ accounting information, including bank details, and credit terms.

1. Navigate to Customers.
2. Click Menu (button) > Accounting.
3. Apply any of the filters as needed.
4. Click View (button).

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How to Export a List of Customers 

1. Navigate to Customers.
2. Select the Default or Accounting View from the Menu (button).
3. Click View (button).
4. Click Output (button) > Export. 
5. Type a name for the file.
6. Select a type from the dropdown list (.xlsx, .htm, .csv).
7. Click Save.

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How to Display Recently Added or Updated Customers 

1. Navigate to Customers.
2. Next to Set, select Today or This Week.
3. Select the Created or Updated radio buttons.
4. Click View (button).

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How to Create a Customer Record

Creating a customer is the same as creating a Contact and selecting Entity. 

1. Navigate to Main Menu > Setup > Customers.
2. Click New (button).
3. Fill in the Header section as follows:
   1. Name = Type the full legal name of the customer.
   2. Known As = Type the customer’s trade name.
   3. Reg No. = Type the customer’s registration number.
   4. Categories = Click the ellipses (…) in the categories’ block and select the categories you want to add.
      • Note: Categories are created via Menu (button) > Edit Categories.
   5. Telephone = Type a landline phone number, including any international dialling codes.
   6. Mobile = Type a mobile number, including any international dialling codes.
   7. WhatsApp = Type the customer’s number used for messaging services.
      • Note: WhatsApp is a setting. You can replace the name: WhatsApp with your preferred messaging service. 
   8. Email = Type the customer’s email address.
   9. Website = Type the customer’s website address.
   10. Postal address: This block is prefilled with the default postal address from Addresses (tab).
   11. Street address: This block is prefilled with the default street address from Addresses (tab).
4. Complete the Attributes (tab).
5. Complete the Addresses (tab)
6. Complete the Employees (tab).

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How to Edit Customer Records

The Edit (button) is greyed out when Edit Mode is active. Buttons to add details are only available if Edit Mode is active. Clicking Edit (button) when it is greyed out cancels edit mode.

1. Navigate to Customers.
2. Right click the applicable record and select Edit Contact from the context menu.
3. Click Edit (button).
4. Make any of the changes as described above.
5. Click Save (button).

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How to Delete Customer Records

• Customers can be deleted regardless of whether they are used.
• A warning message is displayed if the customer is used, but it does not block the deletion.
• Deleted customer records are sent to the recycle bin.
• Instead of deleting the customer, you can change its Status to Pending or Cancelled.

1. Navigate to Customers.
2. Right click the applicable record and click Edit Contact on the context menu.
3. Click Actions (button) > Delete Contact.

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How to View or Add Notes or Attachments

1. Navigate to Customers.
2. Right click the applicable record and click View/Edit Notes & Attachments on the context menu.
3. A panel is opened on the right. Double click an entry to edit it or click Add (button) to add a new entry.

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Learn More

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