How to Search for Customers or Suppliers by Phone Number, Name, Email, Facility Number, or Custom Fields

You can easily search for any customer or supplier within the system using a phone number or through a set of available filtering options.

Search Method

1. Access the Customers or Suppliers List
   From the sidebar menu:

   • Sales, then Customers

   • Purchases, then Suppliers

2. Use Filtering Options
   From the top of the page, use filtering options to search for a customer or supplier through any of the following data:

   • Business Name

   • Customer Name or Reference Number

   • Primary Contact Number

   • Email

   • Status

   • Additional Fields Added to Customers

3. Execute the Search
   After entering search data, click the Search button.

4. Display Results
   The system will display matching results directly based on the data entered.

Important Notes

• The system retains filtering options even after leaving the page.

• If not all customers or suppliers appear, click Reset to clear the filtering and display all.

• You cannot search for a customer or supplier by tax number, secondary contact number, secondary email, website, currency, address, or banking information. As an alternative, you can export data to Excel and filter as desired. When exported, the data appears as follows: (Entity Name, Reference Number, Business Name, Website, Primary Contact Number, Secondary Contact Number, Primary Email, Secondary Email, Status, Tax Number, POS Customer, Billing Address, Shipping Address).

• When exporting the customer list to Excel, they will be exported according to the filtering present on the customer page. To export all customers, click the “Reset” option found in the filtering options.