The Customers Tab opens to the Customer List where you can manage your onboarded trading partners. From it, you can survey all of your trading partners or launch an individual Customer Details page.
Depending on your account setup, this tab may be named "Customers" or "Vendors". Functionality is the same.
The features on this page allow you to organize your view, search, and access customer information efficiently.
Descriptions of tab’s features follow. Numbers on the image above correspond to the numbers on the descriptions below.
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Click check boxes to select one or more customers and then click Options. From the menu that displays, select Global Edit to make changes to all of the selected customers at once. To select all customers, check the box in the heading. |
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Sort alerts by column name by clicking the title in the header. Click the Arrow icon next to the column name to change the order of listings from descending to ascending and back. |
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Click the blue, underlined Customer or Vendor hyperlink to open the company’s Customer Details page or Vendor Details page. (See The Customer Details Page). |
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Double-click individual column listings, such as an individual Customer Number, to activate that information for copying. Right-click and select Copy from the menu that displays. If the 'Copy' option does not display on the menu, select 'Copy' from the Edit menu of your browser-window’s heading menu. |
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The Status column on the Customers page describes where a trading partner is in the overall onboarding process. There are six possible statuses. For individual status definitions, see Trading Partner Statuses. |
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Enter a customer name or number or a vendor name or number in the Search field. The search-results list identifies choices that correspond to what you entered. |
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Click the Filter Search icon to define your search criteria as a custom filter, allowing you to move between screens without needing to reapply criteria. To define a filter, follow these steps: Click the Filter Search icon. A dialog box displays with various fields. Click the fields to select options from drop-down menus. Select the filter attributes that will narrow down your list most efficiently. Click Apply Filters. When you log out, filters don’t remain unless you save them. (As long as you are logged in, filters that you apply but don’t save remain until you clear them). After defining a filter, click Save & Apply so that you don't have to reapply filter settings each time. You can save multiple custom filters and select them later from the filter list.  |
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Click the Hamburger icon to display the Density menu. You can then set how compact the rows are listed in the data table. Select one of the following: Comfortable, which displays the rows spread out from each other. This provides the least compact display but is likely the easiest to read. Standard, which is the default display. It is a balance between the two other display settings. Compact, which displays the listings close together. It is the most efficient in its use of space but may be more difficult to read. |
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Click the Download icon to download the Document List without needing to run a report. |
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Click Rows to display the drop-down menu and select the number of rows to be shown on your screen. |
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Go forward or backward through pages by clicking the Left Arrow or Right Arrow. Or, by entering a page number, go to that specific page. |
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Using your mouse, scroll vertically or horizontally through all the listings on a page. To help you navigate, the header and footer remain static while you scroll, giving you the ability to continue to read the column and row headings. (The horizontal and vertical scroll bars, not shown in the image above, will display on your screen’s right or bottom of your screen after you begin scrolling). |
