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

See Customer ⛭'


You can attach and link documents, images, etc to this record. See Attachments and Links.

You can customize and add fields, see Customization.

Common actions

A common set of actions are present on most Salesorder Documents.

See Common Actions.

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.

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 is 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) log in credentials and permissions.

  • Default Trading Information (Tax, Site, Terms, Price List, Shipping, Check info, Payment Processor)

  • Bank Details

  • Partial Credit Card profile data returned by the Payment solutions provider (see below).

DO NOT STORE complete payment card details in your system. It is only safe to store ANY details of a payment card if your system is connected to one or more of our payment processing solutions.

To avoid the risk of severe penalties from your card processing vendor all card details must be stored in a PCI-compliant environment. Your payment processing vendor is PCI compliant. Our system securely passes through all card details you enter to the payment processor.

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.

The 'Origin' tab displays three fields:



i.e. Quickbooks Transformer.

Imported on

The date the data was imported.

External Cart Mapping

The unique ID of the original Customer or Document as created in the third-party application, i.e. QuickBooks, Shopify, etc.


As well as creating transactions, e.g. Sales Order, or adding a Contact, Billing, or Shipping Address you can:

Receive Payment

View 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 updated