Customers
Managing your customers
9 articles
- Main Page (Customers)Searchable and sortable list of all customers, with order history at a glance.
- Adding and Archiving CustomersAdd new customer records, or archive inactive ones to keep the active list clean.
- Order History (Customers)Every quote and sales order linked to a customer, with search, filters, and bulk actions.
- Billing Address (Customers)View and edit the billing address used on a customer's invoices.
- Delivery Address (Customers)Manage every delivery address linked to a customer, with no limit on the number of addresses.
- Contacts (Customers)Manage every contact linked to a customer, including who receives notifications, quotes, and invoices.
- Individual Customer SettingsConfigure pricing, sales, invoicing, and accounting integration settings per customer.
- CustomersOverview of all customer-related features and functions in Factory
- FAQs (Customers)Quick answers about access, customer settings, accounting links, and common errors.