Selecting the tile [Customers] available in the main application window and in the sidebar menu displays the list of active customers:

• Defined in the application
• Defined in the ERP system
• Shared with the POS workstation in the ERP system

The list presents the following columns:

• Icon representing customer type (retail customer or business entity)
• Name
• TIN
• Country
• Zip code
• City
• Street

Hidden by default:

• Code
• EIN
• E-mail
• Identity document
• Phone
• Columns corresponding to attributes assigned to Customer objects

The text filter field makes it possible to search/narrow down customers displayed on the list on the basis of visible columns. If the user searches for a customer by attributes, column visibility is not required (applicable if the option All has been selected).

It is possible to select a specific column by which searching is to be done. To do so, it is necessary to select the field with the default setting All. Selecting the field opens a window where the user can choose relevant columns.

Below the text filter, there are drop-down filters allowing the user to search customers on the basis of:

• Attributes
• Customer type – available options include:
  • Business Entity
  • Retail Customer
• Type – available options include:
  • Customer
  • Vendor (vendors cannot be selected in the following documents: receipts, sales invoices, sales orders, advance invoices, sales quotes, manual corrections, tax free documents)
• Country
• Customer group classification category

On the list, it is possible to:

• Add/edit customers
• Add/edit a customer’s address
• Preview a customer form