Customers in Nexus are the same customer records in your Fishbowl database. Any changes users make here are saved directly to Fishbowl.
The Customers module is where users will view and manage their customer records.
The Customers module can be found under the “Sales” section on the home page or in the sidebar.
When users open the module, they will see a list of their customers. Users can search for a customer by name or account number.
Selecting a customer will open their record. Here users will see the customer’s details, addresses, groups and order history.
Creating a Customer #
To add a new customer, users will select the new customer option.
- Only administrators, or users who have been given the right to create customers, will be able to add new customers.
Users will then set the customer’s status, credit limit, default payment terms, carrier, salesperson and tax rate.
Adding More Addresses #
If the customer ships to or bills from a different address, users can add ship-to, bill-to and remit-to addresses after the customer is created.
Using the Assistant #
Users can also ask the assistant about their customers, for example:
- “Show me all open orders for Acme.”
- “Who were our top 10 customers by sales last quarter?”
The assistant only shows data the user already has access to in Fishbowl.