Customers

Access

• Route: /customers
• Permission: customer.view (create/update/delete for actions)
• Offline: list + view available; create hidden
• Phone: create/edit redirect to the list

Sidebar children

• Pricing — pricing.view
• Quotes — quote.view
• Discounts — promotion.view

You can

• Search/filter customers (pricing group, balance, assigned rep)
• View and Edit with view/update
• Create and Import with customer.create (online)
• Bulk edit, Assign to a sales rep with customer.update
• Switch visibility (soft deactivate) with customer.delete
• Export to Excel

You cannot

• Create customers offline
• Create/edit on phone
• Hard-delete customers from this UI (visibility toggle only)
• Use row shortcuts “Create sale / Create quote” — they appear disabled even with sale/quote create permission

How to

Find a customer

1. Open Customers in the sidebar.
2. Search or use the list filters (pricing group, balance, assigned rep, etc.).
3. Click a row (or row menu → View) to open it.

Create a customer

1. Click Create customer (hidden while offline).
2. Enter Company name (required), plus optional Website, ABN, ACN, Account number.
3. Add Email, Phone, and the Shipping address. Turn off Billing same as shipping to set a separate billing address.
4. Optionally switch on Is child-customer and pick a Parent; toggle Bill parent-customer to invoice the parent instead of this customer.
5. Toggle Send notifications to control email opt-in.
6. Add Contacts (name, surname, email, phone, role) with Create contact.
7. Set Pricing group, Payment method, and Payment term (enter a custom Term in days if the term is Custom).
8. Add credit/return/overdue Limits to override company defaults — see “Set customer limits” below.
9. If accounting is connected, pick an Income account.
10. Set Assigned to (defaults to you), add Notes, and fill in any Custom field values.
11. Click Create. If a similar company already exists, you may be asked to confirm the create or link to the existing partner company.

Import customers

1. On the Customers list, open the Import option next to Create customer.
2. Drag & drop or browse to a CSV file.
3. Click Import and review the import stats (imported/updated/skipped), then Done.

View or edit a customer

1. Open a customer to see company/contact details, limits, sales history, and the activity timeline.
2. Click Edit (hidden while offline and on phone) to change any field from the create form, then click Update.

Bulk edit customers

1. Select rows on the list, then click Bulk edit.
2. In the spreadsheet view, edit cells inline — name, website, ABN, ACN, account number, email, phone, pricing group, payment method/term, assigned rep, limits.
3. Use the icon in a column header to apply one value to all selected rows (or all loaded rows if none are selected).
4. Click Save. Leaving with unsaved changes prompts a confirmation.

Assign to a sales rep

1. Select one or more customers on the list.
2. Open the Assign to dropdown in the actions bar and pick a team member.

Switch visibility

1. Select one or more customers on the list, or open a single customer.
2. Click Switch visibility (list bulk action or row menu) — or Deactivate/Activate on the customer view page — to toggle active/inactive. Requires delete permission.

Set customer limits

1. On the create/edit form (or per row in bulk edit), click Add a limit / Add limit.
2. Choose Return limit, Return period, or Overdue limit and set its values.
3. Click Done. Active overrides show as chips — click a chip to edit it, or its × to reset to the company default.

Export

1. Click Export on the list to download the current rows as customers.xls.