CRM: manage and track sales, fulfillment, and accounting activity for a specific customer on a single page

Customers - need to know

The Customer Master enables you to manage interactions (e.g. email) and transactions (e.g. Sales Orders) between your business and your Customers across multiple channels.
Customers are trading partners and the central element of the Sales and CRM activities in the system.
From the Customer Master you can track the respective AR (accounts receivable) balance, credit terms, and credit status.
Customer Name
The unique name of the Customer's company.
Ref #
A reference number auto assigned.
Drop down field where the worker can be selected.
  • The owner of a customer is usually the Worker who created the Customer Document.
  • Ownership can be re-assigned at any time.
  • The drop down Owner field is a list of Workers that have login permission.
The Customer's Balance shows how much the Customer owes you.
Once set, the currency cannot be changed and transactions can only be in the selected currency.
Credit Limit
Use this field to enter a Credit Limit for your Customer.

Create Customer(s)

There are multiple ways to create a Customer Master:
  • List - manual
  • Import
  • TAP (Trade Acceleration Portal)
  • API
  • Third Party Shopping Cart

Set the correct trading currency

When you create/set up a Customer make sure you set the correct Currency. The default will be the base currency of your General Ledger. See ‘Currencies

Customization: additional fields and functions

If you don’t have all of the fields (or the functionality) you need on the Customer Master, you can add Custom Fields to store and use additional data. Data from Custom Fields on the Customer Master can be inherited by child Documents (e.g. Sales Orders) See 'Customization’.

Contacts, Billing and Shipping Addresses

If you have only one Main Contact, it's the default Contact, Billing and Shipping address. You can add additional Contacts, Billing and Shipping addresses from the Action dropdown on the Customer Master.
Alternatively you can import Contacts (including Billing and Shipping addresses) using the Import Contacts sheet which you'll find under Import Data in Setup.
You can view your Contacts, Billing and Shipping addresses on the Contacts tab.
You can find your Contacts, Billing, and Shipping Addresses using the Find Actions.

Customer Accounting


The debtor balance derived from Accounts Receivable.

Credit Limit

Manually set the value of the Customer's credit limit.


if checked this Customer is on Credit Hold. See Credit Control.


Stores preset information inherited by transactions:
  • Customer Portal (TAP) login credentials and permissions.
  • Default Trading Information (Tax, Site, Terms, Price List, Shipping, Check info, Payment Processor)
  • Bank Details
  • Credit Card profile data (See Paragon Payments)

Transaction History

List find and review all transactions.


Send and receive emails from Outlook, Google and other mail systems. Email is automatically filtered at the Customer contact level, so you only see and can send emails related to the Customer and its contacts. See ‘Email’.


Notes are free text areas. Notes are saved with the author (owner) and time/date stamp.


Track events and tasks.
Search and review Memos. See ‘Memos


For Reporting


If this Customer Master was created via the API, TAP or a 3rd Party Cart.

Attachments and Links

Look for the Paperclip Icon on the header
Attach or link files and Documents. See ‘Attachments


As well as creating transactions, e.g. Sales Order, or adding a Contact, Billing, or Shipping Address you can:
Receive Payment
Take you to a list of unpaid Invoices
View Account
View a list of AR transactions and balance
Create Statement
Create a statement from the AR
Show History
Show change history for this Master.
Take Ownership
Change Owner

Customer List Actions

Credit Hold status
Last modified 1mo ago