Customer Inquiry - Overview overview

The Overview tab provides quick access to sales and credit information within these sections:

• Banner

  This section provides basic details about the customer, including their address and phone numbers. Use the links from these fields to view the customer location on Google Maps, or to call the customer using your native calling application, such as Skype or Teams. You can download the customer's logo and social media account links to a Customer Image document type in Infor Document Management.

• Sales Overview

  Includes YTD and Last YTD Sales, Cost, and Margin amounts as bar charts. Hover your mouse over each bar to see the total amounts as a numeric value.

• Sales Info

  Shows the same sales, cost, and margin amounts as donut charts. The YTD chart includes a drillback to the Order Details tab.

• Credit Info

  Shows the customer's available credit based on their credit limit and other credit history. Drillbacks are available from each billing period balance to view the related detail on the Transactions tab.