Customer Search & Filter

To apply Filter on your customer record in Asaan Retail:

Step-1: Log in to the Asaan Retail portal.

Step-2: Hover your cursor to the flyout menu on the right > click the Sales tab > Click on the Customers tab from the dropdown menu. 

Or you can access Customers by typing Customers in the search bar on the top.

For instance, you have 5 customers listed in a customer profile.

Step-3: To apply Filter, click on the Yellow-colored Filter icon at the top-right corner.

Step 4: In the drop-down menu, you can scroll and add different filters based on:

• Customer Name
• Email Address
• Contact Number
• Balance
• Category
• Status (Active or Inactive)
  
  

If you add a filter on Customer Category:

Step 1: Set the desired attribute (like ‘New’ to fetch records of only the customers  in ‘New’ category).

Step 2: Click on the Filter button.

We have 2 customers in the ‘New’ Category. The customer profile will start showing records of customers in ‘New’ category. 

Similarly, to fetch a record of the customer named Taimoor Ayaz

You will be shown the results as under

To fetch records of customers within a range of particular opening balances like

The results (record of 4 customers with the opening balance from PKR 1995 to 4000) will be shown as under