Customer Center

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The Customers Page in the Web App

The Customers page lets you manage customers and review customer information, create sales transactions for a particular customer, and also import and export your customer records.

The Customers page of the web app

Managing Customers

You can search customers by name, phone number, etc. using the search field on the top of the page.

To create a new customer, click Hfo-plus-button.png.

To edit an existing customer or view their details, click Hfo-dropdown.png in the Action column, then click Edit.

You can't delete a customer in HandiFox, but you can make them inactive if you no longer need this customer record. To do this, click Hfo-dropdown.png and choose Make Inactive.

You can show inactive customers on the list by clicking Hfo-gear-button.png and checking the Include Inactive checkbox.

To create a new transaction for a specific customer (Invoice, Sales Order, etc.) click Hfo-dropdown.png in the Action column, then click on the desired transaction type.

Finally, to view existing transactions for a given customer, you can click Hfo-dropdown.png and go to Transactions. This will take you to the Sales Transactions page with the filter set to the customer you selected.

Importing and Exporting Customers

To export your current list of customers, click Export on the top of the page. You can export either to a Microsoft Excel spreadsheet, or a CSV (comma-separated values) spreadsheet for improved compatibility.

To import new customers into the system, click Import and choose a file to import from (it can be an Excel spreadsheet or a CSV file). Click Next. On the next screen you can set what fields will be populated from what columns in the spreadsheet. HandiFox will try to determine this automatically based on column names, but you should review the list yourself and make sure everything is correct. Click Next and wait for HandiFox to process the file. On the next screen you will see the full list of all records to be imported. If any of them has errors, hover your mouse over the "Error" label to see what the problem is. Finally, click Import to add all eligible customer records into HandiFox.

The Customer Center in the Mobile App

Your customer list, as well as sales-related operations, are available from the Customer Center screen, which can be accessed by tapping Sales on the main screen of the mobile app.

Warning-sign.png The “Pro” subscription plan and the “Sales” permission for the app user are required in order to access this screen.
Customer Center Screen of the Mobile App

Here you can see your customers and their open balances, review their detailed information, edit it and create new customers.

To find a customer, enter the beginning of their name in the Look for Customer field. Shortly after you stop typing, the list will be populated with all matching customer records. You can also use the barcode scanner to scan the customer name into this field for quicker selection (requires a barcode containing the customer name).

The second option for searching customers is to use filtering. Tap on the Filter checkbox to set the filtering criteria. Enter the search text and choose a field to filter by (e.g. City), then Apply the filter to see all matches (if there are any). You can clear the filter by tapping the checkbox again and disabling it.

By default, all active customers are listed. You can use the View dropdown to show only customers with open balances or open (unfulfilled) sales orders. It is also possible to include inactive customers on the list by selecting “All”.

Listed customers can also be sorted alphabetically or by total balance.

To review or edit customer details, such as contact name or phone number, highlight a customer and tap Edit. Use the tabs on the top to go to different sections of the customer info. When you are done, tap Save to apply your changes, or Close to leave without saving.

Creating a new customer is done in the same manner as editing, except that you will need to enter all the details yourself. To create a new customer, tap New, then fill in their information and tap Save.