North Distribution — Call Tracker

North Distribution v6.7.17

Dashboard Customers Orders Checks Open Balance ACH Inventory Time Clock Audit

Total

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Overdue

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Due Soon

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Up to Date

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Customers with Balance

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Customer / Store	Phone	City	Freq	Last Called	Last Order	Last Outcome	Status	By	Actions
Loading customers...

Add Customer

Customer Name *

Store Name

Phone

Call Frequency

Address

City (auto-filled)

Initiated By

Last Called

Delivery Date (next)

Customer Credit ($)

Default Drop-Off Location

Usual Order

Customer Notes

⭐ Mark as Priority customer

Log Call

Usual order:

Date of Call

Call Outcome

Call Back Date *

The reminder appears on the Orders screen when this date arrives.

Order Details

Shopify Order #

Quantity

Order Amount ($)

Delivery Type

Order Items

Notes from this call

Customer Map

Export Call List

Filter by City (optional)

Filter by Status (optional)

Check / ACH Returns

Update Customer Credit

Available Credit ($)

Enter the customer’s total available credit. Use 0.00 to clear it.

Order Details

Customer Data Review

Review-only list. Nothing is merged, deleted, or changed automatically.

Records to Review

0

Possible Duplicates

0

Missing Information

0

Showing 0 records

North Distribution

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📊 Dashboard 👥 Customers 📦 Orders 🏦 Checks 💸 Open Balance 🏧 ACH 📝 Inventory Request ⏱ Time Clock 🧾 Audit

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