Customers

The Customers module lets you build and manage your client registry. Each customer record stores contact details and is linked to all their orders and documents.

Customer List

The main customers page shows a searchable list of all your customers. Use the search bar to filter by name, email, or phone number. Click any customer row to open their detail page.

Adding a Customer

Click Add new in the top menu. Fill in the required fields:

• First name and last name
• Email address
• Phone number
• Address, city, postal code, province (optional)

Customer Detail

The customer detail page shows all orders, quotations, DDTs, and invoices linked to that customer. You can edit the customer's data or delete the customer from this page. Deleting a customer also removes all their linked records.

Editing & Deleting

Click the edit icon on a customer to update their details. Use the delete button to permanently remove a customer. Be aware that deletion is irreversible.