ℹ️ Note: The records and fields you can view or edit may vary based on your role, permissions, and Pavilion app.
What is a record?
A record is a single entry in Pavilion.
For example:
A customer profile is a customer record.
An inventory item is an inventory record.
A sale is a sales record.
A job is a job record.
How to open a record
1. Go to the tab that contains the record you want to view. For example, select Customers to find a customer record or Inventory to find an inventory item.
2. Use the list view or search to find the record.
3. Select the record name to open it.
Review Record Details
After you open a record, review the information on the record page.
Depending on the type of record, you may see:
Contact or account information
Item details
Transaction details
Status information
Notes or activity
Related records
Some records may also include tabs, sections, or related lists that organize additional information.
What to do if you cannot find information
If you cannot find what you need:
Make sure you are in the correct tab.
Try using Search.
Check whether you are in the correct Pavilion app, such as B2C or B2B.
Check whether a list view or filter is hiding the information.
Contact your system administrator if you still cannot find it.