Overview
Customer management stores all information about your customers - contact details, addresses, payment terms, and history.
Viewing Customers
Navigate to Manage > Customer Records.
Statistics
- Total customers
- Active customers
- On hold
- New this month
Creating a Customer
- Click Add Customer
- Enter required details:
- Company name
- Account reference (auto or manual)
- Primary contact
- Email and phone
- Address
Optional Details
- Payment terms
- Credit limit
- VAT number
- Special instructions
Customer Details
Each customer record includes:
- Main Details: Name, reference, status
- Contacts: People at the company
- Addresses: Delivery and billing
- Rates: Custom pricing
- History: Orders and invoices
Customer Status
| Status | Meaning | |--------|---------| | Active | Can create orders | | On Hold | Blocked, needs review | | Inactive | No longer trading |
Actions
- Edit: Update customer details
- Add Contact: New contact person
- View Rates: See/edit pricing
- View History: Past orders
- Put On Hold: Block new orders