Customer service widgets

Customer service widgets provide relevant Distribution SX.e information to users that interface with customers, such as customer service representatives and accounts receivable personnel.

These customer service widgets are available:

• Customer Lookup

  Shows the customers that are available in the company that is selected in the configuration settings for the widget. You can conduct a search, based on the customer name, to locate a customer. You can expand each available customer to view basic address information.

  Except for the Customer Pricing widget, the information in all other widgets depends on the Customer Lookup widget. The customer number and other information is sent from the Customer Lookup widget to the other widgets.

  Customers that are displayed in the Customer Lookup are based on the company and user ID that are selected in configuration settings for the widget. If you can sign in to multiple companies, you can display different company information in the widgets. You must configure the Customer Lookup widget.

• Customer Balance

  Shows the Total Balance, Memo Misc Credits, Memo Unapplied Cash, and Future Balance. If you are signed in to Distribution SX.e, you can click the customer name and number in the widget to access the customer’s information in Customer Inquiry.

• Customer Period Balance

  Shows the period balance. You can configure the widget to display the information in different types of charts, such as a line or bar chart. You can hold your mouse over an object that represents a period, such as a bar, to view the exact amount.

• Customer Open Orders

  Shows the Order #, Requested Ship date, Total Invoice Amount, and Stage. You can sort the columns in ascending and descending order and filter the data in the Order # and Total Invoice Amount columns.

  If you are signed in to Distribution SX.e, you can click an order number to open the order in Sales Order Inquiry.

• Customer USPS

  Shows the customer address that was validated by the US Postal Service. You can click the Google Map to view the customer’s location. Google Maps opens in a separate tab.

  If the address is not validated, a message is displayed. Close the message and then click the customer number link to open the customer record in Distribution SX.e. Make the required corrections.

  Note: This widget requires setup. Your system administrator must obtain an ID from the USPS and set up a business rule that includes the ID.

• Warehouse Lookup

  Shows the name and code of each warehouse that is available in the company. If a default warehouse is specified on the customer record, that warehouse is automatically selected. You can conduct a search to locate a warehouse.

• Product Lookup

  Shows the products that are available in the company that is selected in the configuration settings for the widget. You can conduct a search, based on the product name, to locate a product.

• Customer Pricing

  Shows the stocking quantity available orders, the quantity available, and the price and discount amount. The price and discount amount are based on these values:

  • The warehouse selected in the Warehouse Lookup widget, or the default warehouse from the customer record that is selected if the Customer Lookup.

  • The product that is selected in the Product Lookup.

    If you are signed in to Distribution SX.e, you can click the customer number in the widget to open Customer Inquiry.