Sovos Docs

View customer details

Learn how to find a customer in Global Tax Determination.

  1. Go to Settings > Advanced Settings.
    The legacy settings open in a new tab.
  2. Click Manage.
  3. Select the organization in the side panel.
  4. Click the Customer tab.
  5. Select the customer from the list of customers shown in the side panel.
    If you have a lot of customers, you can narrow down the list by searching for the customer code or customer name.
    1. Select Customer Code or Customer Name from the Find customers where: dropdown.
    2. Enter the customer code or customer name in the search field, then click Go.
The customer details appear on the View/Edit Customer Details page.