Centrally manage your customers

Updated over a week ago

Customer overview

The Customer's page displays a list of your Customers (in alphabetical order), their last order date and the total number of orders.

Locating this section in app: Customers

Customer page features

Use search to create a view to add, edit and archive Customers.

🗒️ Note: Customers cannot be deleted, use Archive to remove a Customer from view but still providing you with access to active Customers.

Search Customers

Search by Customer’s name

🗒️ Note: adding a partial word in Search i.e. typing “eng” will return any customer with “eng” in their title e.g. “Test Engineering”.

View Archived Customers

Use the checkbox to view archived customers.

🗒️ Note: Customers can only be archived, and not deleted.

Add New Customers


Sort columns by Customer, Last Order and Total Orders in ascending or descending order.


Archive a customer via the kebab/other options menu to the right of the company name.


Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.

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