The Customer Profile accesses all modules to present the selected  customer’s details, including top-level and drilled-down information of Transactions, Aged Analysis, Orders Due, Active Sales Orders, Sales By Title, Statements, Consignments, Letters Sent, EDI History.

To view customer profile do the following

1. Go to Accounts > Sales Ledger > Profile
2. Search for customer in the Account box
3. The Transactions tab displays the selected customer’s outstanding transactions by default

Focus displays the Customer’s basic data and balance: SL Bal B/F, SL Bal, PL Bal B/F, PL Bal, Company Name, SAN Number, Address and Sponsor.

The Details section has the following tabs.

• Transactions tab: Click to view the selected customer’s transactions
• Aged tab: Click to view the selected customer’s aged analysis
• Orders Due tab: Click to view the selected customer’s orders due
• Sales Orders tab: Click to view the selected customer’s active sales orders
• Sales by Title tab: Click to view the selected customer’s sales by title
• Statements tab: Click to view the selected customer’s statements
• Consignments tab: Click to view the selected customer’s consignments
• Letters tab: Click to view the selected customer’s letters sent out
• EDI History tab: Click to view the selected customer’s EDI history
• Returns History
• Questionnaire