Customer Inquiry Basics

Customer Inquiry in 10X ERP

This guide outlines how to perform a basic customer inquiry in 10X ERP, covering essential details like contacts, locations, settings, sales, AR, and activities.

Steps to Perform a Customer Inquiry:

• SEARCH for the customer using the main search bar.
• SELECT the customer record to view details.
• REVIEW Customer Information:
  • Contacts: View/add individual contacts.
  • Locations: Manage customer locations.
  • Settings: Check payment methods, pricing rules, and cross-references.
• CHECK Open Orders and filter results as needed.
• VIEW Product Sales Data by enabling the line switch.
• EXPORT Sales Data for internal or customer use.
• NAVIGATE Accounts Receivable (AR) to review invoices, payments, and credit details.
• ACCESS Activities (CRM) to track customer follow-ups.
• USE Hyperlinks to quickly navigate back to customer records.