The Customer Overview screen provides a central place to find a customer, review key account information, view recent sales/hire activity, and start a new sales/hire record.

To access the screen, go to Sales/Hire > Customer Overview.

Use the Search for Customer field to find and select an existing customer.

If you cannot find an existing customer, check the search settings:
https://docs.hirepos.com/en/articles/2323585#customer_overview_search_settings

For more information about how customers are identified and searched, see Customer Identification:
https://docs.hirepos.com/en/articles/2323521

If the customer does not already exist, you can create a new customer from the Customer Overview screen, provided your user permissions allow customers to be added or updated.

For instructions, see Creating a New Customer:
https://docs.hirepos.com/en/articles/2323457

After selecting a customer, HirePOS displays key account information including the customer's Credit Limit and Balance Due.

Depending on the customer's settings and account status, you may also see:

• A customer sales prompt.

• A warning when the customer has exceeded their credit limit.

• A STOP CREDIT warning. When a customer is on Stop Credit, new sales/hire records cannot be created from this screen.

After selecting a customer, use the buttons near the top of the Customer Overview to create a new sales/hire record.

Depending on your user permissions and restrictions, the available options may include:

• New Quote

• New Booking

• New Invoice

• New Reservation

The Sales/Hire tab provides a snapshot of the customer's recent sales/hire activity. Up to the most recent 100 sales records are displayed, with a link to view the customer's complete sales history when required.

By default, the tab shows sales where the selected customer is the billing customer. You can adjust the Customer Overview settings to also include sales where the customer is the Delivery/Pickup Customer. For more info, see https://docs.hirepos.com/en/articles/2327809.

For details about the Sales/Hire tab, including the records displayed and related settings, see Customer Overview > Sales/Hire tab:
https://docs.hirepos.com/en/articles/2323649

The Contacts tab is used to manage contacts associated with the selected customer. You can view existing contacts and, subject to your permissions, add or edit contact details.

The CRM tab provides access to CRM activity associated with the customer, such as notes, reminders and customer communications.

For CRM activity relating specifically to an individual quote, booking or invoice, use the CRM functionality within that sales/hire record.

The Reports tab provides access to customer-specific reports and documents.

For information about customer statements, see Customer Statements:
https://docs.hirepos.com/en/articles/2323393

The Payment Card button is used to manage payment card details associated with the selected customer where supported by your payment integration.

If Pin Payments are utilized, the Credit Card button allows you to securely save a customer's card details directly to your Pin Payments account.

It is important to remember to click the Destroy button to remove saved credit card details when they are no longer required.

Additional Customer Overview functions and settings are available from the Options Cog.

For details about these options, see Options Cog Button:
https://docs.hirepos.com/en/articles/3158465