Manage your customers

Create and maintain customer accounts, contact details, payment terms, and status for smooth order processing.

Customer directory

View, filter, and maintain customer accounts, including contact details, account types, billing preferences, and status to keep ordering and invoicing running smoothly.

Customers

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Common actions

Add new customer

Create a new customer account with contact details, billing address, and payment terms.

Review on-hold accounts

Check customers with credit or compliance issues before approving new orders.

Assign price lists

Align customer segments with the right produce price lists and currencies.

Export customer list

Download customer data for your CRM, accounting, or reporting tools.

Customer details quick add

View, filter, and maintain customer accounts, including contact details, account types, billing preferences, and status to keep ordering and invoicing running smoothly.

Create customer (quick)

Capture the minimum information needed to start taking orders from a new customer.