Overview
When a new customer is added in Factory, a corresponding customer record can also be created automatically in the connected accounting package (MYOB, QBO, or Xero). This links both systems and avoids double entry.
👥 Access Permissions
Only users with access to Customers can add or archive customer records. Review user roles before granting access.
📍 Location in the app
Sales>Customers
💡 Tip
If an accounting integration is connected, existing customers can be imported directly into Factory (
Settings>Integrations>Import Customers) reducing manual data entry.
Adding customer fields
The following fields are available when adding a customer:
Country: The country set on the account (
Settings>Company) is selected by default.Customer name: Required. The name the customer is recorded under.
Phone: Enter the country code first, then the phone number. The country code defaults to the one set on the account.
ABN: The customer's Australian Business Number (if applicable).
Address: Street address, suburb / city, postcode, country, and state.
Payment Terms: Default payment terms applied to orders for this customer.
Accounting & Integration: Tick
Create this customer in the connected accounting systemto create a matching record in the connected accounting package.
📝Note
If
Create customer in accounting packageis not ticked and the customer does not yet exist in the accounting package, an error appears when sending an order.
Add a customer
Select
Add Customer.
Enter the customer details
If integrated tick
Create customer in accounting packageto automatically create the customer in the connected accounting package
Click
Saveto confirm, orCancelto discard changes.
Archive a customer
A customer can be archived from either the Customers main page or from their Order history page.
From the Customer main page
Click the ⋮ (more options) menu next to the customer's name.
Select
Archive.
From the Order history page
Open the customer from the Customers main page.
In the top-right corner, click the ⋮ (more options) menu.
Select
Archive.
📝Note
Customers cannot be deleted. They can only be archived to remove them from the active view.
View archived customers
Navigate to the Customers main page
Tick the
Show archived customerscheckbox to display previously archived records.