Overview
The Customers page displays every customer in alphabetical order, with their last order date, total number of orders, and an option to archive. Use it to find, add, edit, or archive customer records, or to check whether a customer already exists before creating a new one.
👥 Access Permissions
Only users with access to Customers can view the Customers main page. Review user roles before granting access.
📍 Location in the app
Sales>CustomersGlobal Search > search for a specific customer
Key features
Search customers
Search by customer name to find a record for editing or archiving, or to confirm whether a customer already exists.
📝Note
Partial word searches are supported. For example, typing "eng" returns results like "Test Engineering".
Show archived customers
Tick the Show archived customers checkbox to display archived customers in the list.
📝Note
Customers cannot be deleted. They can only be archived to remove them from the active view
Add Customer button
Click Add Customer to create a new customer record.
Sort
Sort the list by Customer name, Last Order date, or Total Orders, in ascending or descending order.
⋮ (more options) menu
Use the ⋮ (more options) menu next to a customer's name to archive that customer.
Rows per page
Adjust how many records appear per page using the dropdown at the bottom-left of the table. Save the preferred row count as part of a View for consistency across sessions.
📝Note
The maximum rows per page on the Customers main page is 35.
Pages
Use < Previous or > Next at the bottom of the table to navigate between pages.
