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Add/create, edit, archive Customers
Add/create, edit, archive Customers

Add, edit, archive your customer's details.

Updated over 4 months ago

Add/create a (new) Customer

When adding/creating a new Customer in Factory, a corresponding Customer contact can automatically be created in your accounting package at the same time, with the Customers being automatically linked as a result.

Locating this section in app: Sales > Customers

Add your Customers in Factory when you commence working with them.

πŸ—’οΈ Note: integrating your Accounting package allows you to import some or all of your Customer's (and Supplier's) details into Factory removing the need to re-key data.

  1. Select Add Customer.

  2. Complete:

  • Customer name (* a mandatory field)

  • Address

  • Suburb/City

  • Post Code/ZIP Code

  • Country

  • State

  • Phone (* use selected country phone number format)

  • ABN

3. Enable create customer in accounting package to automatically create a corresponding Customer in your Accounting package.

4. Click Save to save, or Cancel to cancel.

πŸ—’οΈ Note: if Create customer in Accounting Package isn't selected, and the Customer isn't in your Accounting Package, an error message will appear when trying to push a new Order through to your Accounting Package.


Edit a Customer

Select the Customer you want to edit, then:


Archive a Customer

Two options available from within the Customer page or the Order History page.

Customer page:

  1. Archive.

Order History page:

  1. Select a Customer (this opens Order history).

  2. Archive.

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