Add and edit customers

Create

1. Go to Customers → New (or New Customer).

2. Fill company name, emails, phone, tax ID as needed.

3. Fill the contact block (name / email / phone). The contact email (or company email) is the portal login identity.

4. Set type (Standard / Wholesale / Enterprise), discount, payment terms days, credit limit, notes.

5. Save.

Creating with a portal login email usually schedules a portal invite automatically. Details: Customer portal.

Edit

Open the customer → Edit. Prefer inactive over delete when you want to keep history.

One contact block

There is not a multi-contact address book. Use child locations / notes if you need extra people on file.

Locations / branches

Child customers linked by parent show as locations on Overview. Use hierarchy when one company has multiple ship-tos managed as separate records.

List tips

Search company/email/contact · filter type and active · pagination · location counts when hierarchy exists.