Customer Search & Filter

Created by Mubarak Waqar from Asaan Retail, Modified on Wed, 24 Aug, 2022 at 4:56 PM by Mubarak Waqar from Asaan Retail

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

 

 

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