Overview
When a new customer is added in Factory, a corresponding customer record can also be created automatically in the connected accounting package (e.g. MYOB, QBO, Xero). This links both systems and eliminates double entry.
📍Where to find it in the app: Sales > Customers > select Add Customer
👥 Access Permissions: only users with access to Customers can view Customers main page. Please review user roles prior commencing.
💡 Tip: if an accounting package is integrated, existing customer and suppliers can be imported directly into Factory, reducing manual data entry.
How to add/create a customer
Select
Add Customer
Enter the following details:
Customer name (required)
Address
Suburb/City
Postcode
Country
State
Phone number (ensure correct country format)
ABN (if applicable)
If integrated tick
Create customer in accounting packageto automatically create the customer in the connected accounting system
Click
Saveto confirm, orCancelto discard changes.
📝Note: if Create customer in accounting package is not selected and the customer does not exist in the accounting system, an error will appear when attempting to send an order.
How to archive a customer
Option 1: From the Customer main page
Click the kebab icon (⋮) next to the customer name
Select
Archive.
Option 2: From the Order history page
Navigate to the Customer main page and select the relevant customer
In the top right corner, click the kebab icon (⋮)
Select
Archive
📝Note: customers cannot be deleted—only archived to remove from active view.
How to view archived customers
Navigate to the Customers main page
Tick the checkbox
Show archived customersto display previously archived records.