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

Add, edit, archive your customer's details.

Updated over a week 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.

  • Select Add Customer

  • Complete:

    • Customer name (* a mandatory field)

    • Address

    • Suburb/city

    • Postcode

    • State

    • Phone (* must use format (xx) xxxx xxxx)

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

    • 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:

Archiving a Customer

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