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.
🗒️ 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.
Select Add Customer.
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.
🗒️ 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:
Billing address to alter Customer name, address and phone number
Delivery addresses to alter the Customer's delivery address, and
Contact to update contact details.
Archive a Customer
Two options available from within the Customer page or the Order History page.
Customer page:
Select the kebab/other option menu.
Archive.
Order History page:
Select a Customer (this opens Order history).
Select the kebab/other option menu.
Archive.