Customers
Maintain customer records for wholesalers, retailers, and direct buyers.
Filters
Customer List
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Customer Details
Summary
Order History
Preferences
Customer list
Search, filter, and manage all customers linked to your orders.
Customers
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Suggested workflows
1. Add key customers
Create records for your main buyers first so you can start logging orders immediately.
2. Link customers to orders
When creating an order, always select the correct customer to keep sales history accurate.
3. Keep contact details current
Update phone, email, and billing address whenever a customer changes their information.
4. Flag special terms
Use notes to record agreed prices, delivery windows, or quality requirements for each customer.
Quick add customer
Capture essential details for a new customer without leaving this page.
New customer
Add a new customer so you can assign them to orders.