What is a Customer?

A Customer is the core entity used to represent a business you trade with in the system.

Each customer acts as a parent record that groups all related data, including:

• Locations
• Orders
• Customer prices
• Contacts
• Portal Users
• Reports
• Delivery Receipts
• Line Items

Each customer operates on a single currency. If a real-world customer trades in multiple currencies, separate customer records are required per currency.

Fields

• Name
  A unique name for the customer

• Code
  A unique identifier for the customer. This can be any alphanumeric value. No specific format is enforced.

• Account Manager
  A user responsible for the customer. This is used as the default assignment for new orders, though it can be changed per order.

• Active
  Indicates whether the customer is currently active. Inactive customers are typically retained for historical reference only.