The Customer Detail screen is used to review and maintain a customer record, including customer defaults, notes, addresses, contacts, opportunities, activities, orders, and quotes.
What this screen is for
Use Customer Detail when a customer record needs review or maintenance before order entry, invoicing, payment follow-up, CRM activity, or customer reporting.
This screen combines Sales and CRM information. It is the customer record opened from Customers, but it also includes CRM tools such as notes, contacts, activities, opportunities, and quotes.
Screen path
Dashboard > Sales > Customers > select customer row
Customer Detail can also open from other Sales screens when a customer code is clickable, such as Invoicing.
Key areas
Header controls
The header shows the customer name and Customer Details.
| Control | What it does |
|---|---|
| Refresh button | Reloads customer details and related activity data. |
| Previous and next buttons | Move through the customer list by customer code. |
| Close button | Closes Customer Detail. |
If you navigate while editing, PAX leaves edit mode and clears unsaved edit data.
Tabs
Customer Detail has three tabs:
| Tab | What it shows |
|---|---|
Customer Details |
Customer defaults, notes, addresses, contacts, opportunities, and activities. |
Sales Orders |
Sales Orders for the selected customer. |
Quotes |
Quotes for the selected customer. |
Basic Information
The Basic Information section shows customer master data and includes an Edit button.
Fields include:
| Field | What it shows |
|---|---|
Customer Code |
Unique customer code. This is displayed but not edited here. |
Company |
Customer company name. |
Customer Type |
Sort code and description. |
Email |
Main customer email. |
Phone |
Main phone number. |
Salesperson |
Assigned salesperson. |
Website |
Website link. |
Payment Terms |
Default terms code. |
Shipping Method |
Default shipping method. |
Carrier Account |
Customer carrier account number. |
Credit Hold |
Customer credit-hold flag. |
Shipping Hold |
Customer shipping-hold flag. |
Credit Limit |
Customer credit limit. |
Credit Balance |
Customer credit balance from payment/credit activity. |
Tax Exempt # |
Customer tax exemption number. |
Import Tax ID |
Buyer VAT, EORI, or importer tax ID. |
Consignee Type |
Export consignee type. |
Related Party |
Export related-party flag. |
Price Tier |
Customer price tier. |
Company Size |
Estimated company size. |
Customer Since |
Customer start date. |
Notes |
Customer master notes field. |
When credit balance is greater than zero, the information icon opens a credit breakdown showing total prepaid, available unallocated credit, and credit applied to invoices.
Company Notes
Company Notes show CRM-style notes for the customer.
Use Add Note to add a note. Note types include:
GeneralCODShippingPreferencesCreditSpecial Pricing
Notes can be marked as Important Note. Existing notes can be edited or deleted after confirmation.
Addresses
The Addresses section shows customer addresses and address links.
Address records show:
| Field or label | Meaning |
|---|---|
BILL |
Billing address. |
SHIP |
Shipping address. |
BOTH |
Address used for both billing and shipping. |
PRIMARY |
Primary address flag. |
Tax State and County |
Tax-related address details when present. |
Use Add Address to add an address. Use Edit on an address to update the address and its customer-address link.
Additional Contacts
The Additional Contacts section shows customer contacts.
Contact types include:
DoctorBuyerExecutiveManagerAssistantBillingShipping
Use Add Contact to add a contact. Existing contacts can be edited, and contacts can be marked as Primary Contact.
Sales Opportunities
This section shows open opportunities for the customer. Closed won and closed lost opportunities are not shown in the open list.
Use + New Opportunity to create an opportunity. Use View History to review opportunity history. Select an opportunity to open opportunity detail.
Activity Timeline
The Activity Timeline shows customer activities such as calls, emails, meetings, notes, tasks, and quote activity.
Use + Log Activity to add activity. Select an existing activity to edit it.
Activities can be COMPLETED or PENDING. Pending activities can show priority and due-date information.
Sales Orders tab
The Sales Orders tab shows orders for the selected customer.
Use Show Open/Partial Only or Show All History to switch between active orders and all order history. Select an order row to expand line details and totals.
The order table includes Order #, Date, Required, Status, Total, and PO #.
Quotes tab
The Quotes tab shows quotes for the selected customer.
Use + New Quote to create a quote. Use Show Open Only or Show All History to switch the quote list. Select a quote row to expand line details and totals.
Main actions
- Review customer master data.
- Select
Editto update customer master fields. - Add, edit, or delete company notes.
- Add or edit customer addresses.
- Add or edit customer contacts.
- Add opportunities and review opportunity history.
- Log or edit customer activities.
- Review customer Sales Orders.
- Review and create customer quotes.
- Close Customer Detail and return to the prior screen.
Important fields and restrictions
| Field or restriction | Meaning | Notes |
|---|---|---|
Customer Code |
Unique customer identifier. | Displayed in detail but not editable in the edit form. |
Payment Terms |
Default payment terms. | New Sales Orders can use this default. |
Shipping Method |
Default shipping method. | New Sales Orders can use this default. |
Carrier Account |
Customer carrier account number. | Used when shipping method requires a customer account. |
Credit Hold |
Customer credit-hold flag. | Follow company process before changing this flag. |
Shipping Hold |
Customer shipping-hold flag. | Follow company process before changing this flag. |
Credit Balance |
Customer credit balance. | This is calculated from payment and credit activity, not edited directly here. |
Import Tax ID, Consignee Type, Related Party |
Export-related customer data. | Used by export document workflows when applicable. |
Primary address or contact |
Marks the preferred record. | Keep primary records current so users select the correct billing, shipping, and contact details. |
What happens behind the scenes
Opening Customer Detail loads the customer record, customer credit breakdown, payment terms, shipping methods, sort codes, customer options, prospects, and customer opportunities.
Saving Basic Information updates the customer master record. It does not create an order, invoice, payment, shipment, or accounting entry.
Addresses, contacts, notes, opportunities, activities, orders, and quotes load through their own customer-related workflows. Adding or editing those records updates the related CRM or customer-support data, not inventory or accounting by itself.
Credit balance is read from payment and credit activity. Customer Detail displays the credit information, but the credit balance is not edited from this screen.
Troubleshooting
Customer Detail shows Failed to load customer details
Likely cause: PAX could not load the customer record or credit breakdown.
Safe fix: Close Customer Detail, reopen the customer from the Customers screen, and try again.
Contact support if: The same customer continues to fail.
Save fails when editing customer information
Likely cause: A customer field failed validation, or a related value such as payment terms, shipping method, sort code, or salesperson is no longer valid.
Safe fix: Review the edited fields and select valid values from the dropdowns.
Contact support if: The values appear valid but PAX still rejects the save.
Credit balance looks wrong
Likely cause: The balance comes from customer payment and credit activity, not from the editable customer fields.
Safe fix: Review payment and credit workflows before changing the customer record.
Contact support if: The payment history and credit breakdown do not agree.
Addresses or contacts do not appear
Likely cause: The customer may not have any saved addresses or contacts, or the related list failed to load.
Safe fix: Use Add Address or Add Contact if the data is missing. Use the refresh button if data was recently added.
Contact support if: Saved addresses or contacts disappear after refresh.