Customer Management

Tab: Info

Info

The Info tab is the primary view when you open a customer record. It shows the customer's core details at the top and a table of all associated locations and contacts below.

Customer Fields

Field	Description
Customer Name	The customer's company or individual name (required).
Billing Email	Default email address used when sending invoices.
Sales Person	The internal sales representative assigned to this customer.
Payment Terms	Default payment terms applied to new orders (e.g. Net 30).
Notes	Free-form internal notes about the customer.

Action Buttons

• Edit — Toggles all customer fields between read-only and editable mode. Click again to lock the fields back.
• New Order — Opens a new Order editor pre-populated with this customer.
• Create Order with AI — Opens a file dialog to upload a customer's purchase order document (PDF, email, etc.). The AI reads the document and pre-fills a new order for your review.
• Add Location — Adds a new row to the Locations/Contacts table so you can enter an additional shipping or contact address.

Locations / Contacts Table

The lower half of the Info tab lists every location and contact associated with the customer. These locations are used as Ship-To addresses on orders.

Column	Description
Location Name	A descriptive label for the location (e.g. "Main Warehouse", "HQ").
Contact	Name of the primary contact at this location.
Email	Contact email address.
Phone	Contact phone number.
Fax	Fax number if applicable.
Address	Full street/city/state/zip address for the location.

Tab: Parts

Parts

The Parts tab displays the list of parts that this customer orders, along with any customer-specific pricing that overrides the standard list price. Use this tab to set up and maintain per-customer price agreements.

What the Table Shows

• Part Number — Your internal part number.
• Customer Part Number — The customer's own part number or reference code for the same item.
• Description — Part description pulled from the parts catalog.
• Customer Price — The agreed price for this customer, which overrides the standard price when entering orders.
• Unit of Measure — The unit the price applies to (each, box, lb, etc.).

Adding a Customer-Specific Part

1. Click Add Part in the table title bar.
2. Search for and select the part from the catalog.
3. Enter the customer's part number reference if applicable.
4. Enter the agreed unit price.
5. Save the record.

Tab: Orders

Orders

The Orders tab shows a list of every sales order placed by this customer. It provides a quick history of the customer's activity and lets you open any order directly from here.

Order List Columns

Column	Description
Order #	The unique order identifier.
Order Date	Date the order was placed.
Required Date	Customer's requested delivery date.
Status	Current lifecycle status of the order (Open, Shipped, Invoiced, Closed, etc.).
PO Number	The customer's own purchase order reference number.
Total	Order total value.

Opening an Order

Double-click any row to open that order in its own editor tab. You can also right-click for context menu options.

Creating a New Order from Here

Use the New Order button on the Info tab, or click Add Order in the title bar of this table. Either action opens a new Order editor pre-filled with this customer's details.

Tab: Shipments

Shipments

The Shipments tab lists all shipments that have been sent to this customer across all orders. Use it to quickly find tracking information or confirm delivery status for a customer.

Shipment List Columns

Column	Description
Shipment #	Unique identifier for the shipment.
Ship Date	Date the shipment was dispatched.
Order #	The order this shipment fulfills.
Ship Via	Carrier or shipping method used.
Tracking #	Carrier tracking number for the package.
Status	Current status (Shipped, Delivered, etc.).

Opening a Shipment

Double-click any row to open the shipment record in a new editor tab, where you can view shipment details and the associated inventory changes.

Tab: Invoices

Invoices

The Invoices tab shows all invoices issued to this customer. Use it to review payment history or to quickly locate and reprint an invoice.

Invoice List Columns

Column	Description
Invoice #	Unique invoice identifier.
Invoice Date	Date the invoice was issued.
Order #	The related sales order.
Amount	Total invoiced amount.
Balance Due	Remaining unpaid amount.
Status	Payment status (Open, Paid, Overdue, etc.).

Opening an Invoice

Double-click any row to open the full invoice editor. From there you can print, email, or apply a payment to the invoice.