Customer Management
Customer Management is used to add, edit, and review customer records in Virtual Ops. Customers are the entities or companies you produce finished goods for, and they are connected to formulas, quotes, finished goods, orders, production records, and related files.
Navigation
Go to Customers > Customer Management.
Customer Management Grid
The customer management grid displays all customers in your Virtual Ops system. Entries can be sorted by clicking column titles, using the search function, or filtering by additional options.
For more information on grid sorting options, click here.
Grid Action Buttons
New
Adds a new customer.
Edit
Opens the selected customer row so you can view or edit the existing customer.
View Quotes
Shows quotes for the selected customer. For more information on quotes, click here.
View PRs
Shows production records for the selected customer. For more information on production records, click here.
View Orders
Shows orders for the selected customer. For more information on orders, click here.
Ingredients Used
Shows ingredients assigned to the selected customer. For more information on ingredients, click here.
POs to Orders
Shows POs and orders for the selected customer.
Column Visibility
Changes the visible columns for the current grid. These selections are saved per user, browser, and grid.
Excel
Exports the currently displayed grid data to Excel.
How to Add or Edit a Customer
- Open the customer window
To add a customer, click the Add New action button at the top of the grid. To edit an existing customer, select the customer row and click the Edit action button.
- Enter customer details
Fill out the Customer Details input boxes at the top of the Customer Details window.
- Save customer details
Click the Save Details button to save the customer information.
- Use the customer tabs
Use the tabbed sections at the bottom of the window to manage customer contacts, customer addresses, and files.
Customer Detail Tabs
The bottom of the Customer Details window contains tabbed sections for customer contacts, customer addresses, and files. Click the tab titles to access each section. Each section contains a grid to display and manage entries.
Contacts
Displays customer contacts. This tab is open by default.
Customer Address
Displays and manages customer address entries.
Files
Displays and manages files for the customer.
How to Add or Edit a Contact
- Open the Contacts tab
In the Customer Details window, use the Contacts tab at the bottom of the window.
- Add or edit a contact
Click the Add button above the contacts grid to create a contact. To edit an existing contact, select the contact row and click the Edit button above the grid.
- Enter contact information
Enter the contact name, job title, phone numbers, and email addresses in the manage contact window.
- Add phone and email entries
After entering a phone or email value, click the green Add button to save the entry. You can then add another entry if needed.
- Save changes
Click the Save Changes button at the bottom when the contact information is complete.
Adding an address uses functionality similar to adding contact information.