Track the sales history and profitability of all orders from your customers.
Start URL: inventoryy.com/inventory-management/customers
From the dashboard, navigate to the sidebar for Customers
Customer
Customer column represents the name of the customer (Hyperlink)
Click on the customer name to access the “Orders” page of that customer
Orders
Orders column represents the total number of orders from that customer (Hyperlink)
Click on the number in the “Orders” column to access the “Orders” page of that customer
Units
Units column displays the total number of units sold to each customer
Cost
Cost column represents the total cost for all orders/units sold to each customer
Sale Price
Sale Price column represents the total sale price for all units that were sold to each customer
Profit
Profit column represents the total profit made from each customer
Profit = Sale Price - Cost
Margin
Margin column displays the percentage of profit made from each customer based on the sale price
Margin = Profit / Sale Price
ROI
ROI (Return on investment) column represents the percentage of profit made from each customer based on your cost
ROI = Profit / Cost
Aging
Aging column represents the average number of days that products have been in stock
Delete Customer
To delete a customer from your customer page, click on the trash can button on the far right column of the customer. You will then be asked, “Are you sure you want to delete this customer from your inventory?” Click “Yes” to confirm or “No” to keep the customer in your customer page.
Note: Customers that have orders attached to them will not be able to be deleted
Download
To download an excel file of the customer list, click the “Download” button near the top right corner of the page
Create Order
To create an order for the customer page, click the “Create Order” button on the top of the page.
This will take you directly to the “Create Order” page.
Create Return
To create a return for the customer page, click the “Create Return” button on the top of the page.
This will take you directly to the “Create Return” page.
View Your Customer's Orders
Click on the Customer or Orders hyperlinks to view all the orders with the customer
