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Manage your customers with confidence
Track contact details, billing and shipping addresses, and account status so every order flows smoothly from quote to delivery.
Customer list
Search, filter, and manage customer accounts.
Customers
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Common customer workflows
Onboard a new customer
Create a new customer record with contact, billing, and shipping details before entering their first order.
Review at-risk accounts
Identify customers on hold or with overdue payments and coordinate with billing.
Update delivery details
Adjust shipping addresses and contact numbers to prevent misdeliveries for upcoming orders.
Quick add customer
Capture the minimum details needed to start taking orders.
New customer
Create a new customer record. You can add more details later from the customer profile.