Add a customer
Customers are the accounts you sell to. Only the customer name is required; category, addresses, contacts, state, and priority make the record useful for pricing and CRM.
1. Create the account
Section titled “1. Create the account”From Sales -> Customers, choose New customer. Enter the customer name, then optionally add main email, main phone, category, state, and priority.
The category is the field pricing schedules use for customer scope. State and priority are informational triage fields; they do not block orders.
2. Add addresses
Section titled “2. Add addresses”Fill shipping and billing address fields. These include line 1, line 2, city, region, postcode, and country.
New sales orders can prefill address values from the customer. The order then stores its own address copy, so later customer address changes do not rewrite old orders.
3. Add contacts
Section titled “3. Add contacts”Use the Contacts section to add people at the account. Contacts ride inside the customer document and are reconciled by id as you edit.
| Contact field | Meaning |
|---|---|
| Name | Required for a saved contact. |
| Role / title | The person’s job role or title. |
| Contact email. | |
| Phone | Contact phone. |
| Roles | primary, shipping, invoicing, billing, field. |
| Address | Optional shared address-book entry. |
The star in the contacts grid toggles the primary-contact role.
4. Keep history safe
Section titled “4. Keep history safe”Deleting a customer soft-deletes the customer record. Existing sales orders keep their customer snapshot, so order history remains readable.