The customer screen in Clarus WMS allows you to easily view, add, export, and manage customer details. This guide will walk you through accessing the screen, customising columns, adding new customers, exporting data, and editing or deleting existing entries.
From the left-hand menu, click on Customers. This will display all customers in the system.
By default, you will see the ID, Code, and Name columns.
You can add or remove columns to suit your needs. Click on any column heading to sort the data alphabetically. To further customise columns, use the Column Manager.
To add a new customer, click the +New button.
A new screen will appear. Input all necessary details, including Name, Contact information, and Address.
Once all fields are filled, click Save to add the customer to the system.
To export your customer list, click the Export button at the top of the screen.
An Excel document containing all customer data will be generated, which you can download for external use.
To view more detailed information about a customer, click Show next to their name.
On the customer details page, hover over the field you want to change and click to edit. After making changes, click Save at the bottom of the screen.
If you make changes by mistake, click the Revert button before saving. You’ll be asked if you want to discard the unsaved changes—click OK to confirm.
To delete a customer, go to their General Info screen and click the Delete button.
Click on the column headings to sort or use the Column Manager to add or remove columns as needed.
Yes, click the Export button to download an Excel file with all customer details.
Click the +New button, fill in the customer details, and click Save.
Yes, use the Revert button to discard any unsaved changes.
Open the customer’s General Info screen and click the Delete button to remove them from the system.