Customers
Manage buyers such as wholesalers, retailers, and restaurants.
Filter Customers
Customers
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Customer list
Search, filter, and manage all customer records.
Customers
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Common workflows
Add a new customer
Create a record with contact details, billing and delivery addresses before taking the first order.
Record a new order
From a customer record, create an order and link it to available inventory lots.
Update contact details
Keep phone numbers, emails, and delivery instructions current to avoid failed deliveries.
Review inactive customers
Filter by status to find customers who haven’t ordered recently and may need follow-up.
Quick add customer
Capture essential details for a new customer without leaving this page.