How to Search Customers using Advanced Search

You must first access the customer screen. Go to Contacts > Customer Tab.

1. On the right side of the screen, click the Open Advance search button.

Open

2. Fill in the required fields in the advanced search to obtain the data by searching for the (Customer Name, Warehouse, Trading Entity, Date created From and To, or Type of the customer).

• Customer Name - is the name of the customer you want to filter; enter the first three letters and press enter to get "like" results.

• Warehouse - If the customer has a default warehouse, it will display all customers who use the warehouse you chose in the dropdown.

• Trading Entity - In the financial screen, all customers with the trading entity you selected from the dropdown will be displayed.

• Created From / To - it will display the customers who were created from the filtered date.

• Type - displays all customer types, including Content, Staff, Ambassadors, and VIPs.

Open

3. Once you've completed your required fields, click the "Search" button at the bottom right of the screen.

4. If you need to clear the fields in the search screen, click the "Clear Search" button.

5. When you have finished searching for the customer, click the Close Advance Search button to minimize the search screen.