Manage your customers
Customer records with pricing groups, terms and history.
What this is for
Customer records hold everything about who you sell to — contacts, their pricing group, payment terms, and a full account overview of what they spend and what they buy. Set a customer up well and every future quote for them starts correct.
Step by step
- 1
Open Customers from the sidebar and click + New customer.
- 2
Enter the customer name and save — this opens their detail page.
- 3
On the detail page fill in contacts and, if you use them, set a Pricing group and Payment terms, then save.
- 4
From now on their quotes inherit that pricing and those terms.
- 5
The customer page opens on their account overview: open quotes, money awaiting payment, jobs in production, sales this financial year, last year and lifetime, a 12-month sales chart, what they buy ranked by spend, and your win rate with them. Below that, tabs for their quotes, jobs and invoices.
Note: Sales are counted the same way the dashboard counts them — accepted quotes, against your shop's financial year — so the two figures agree.
Tips & gotchas
- Set the pricing group and payment terms on the customer, not the quote — it saves setting them every single time.
- Repeat order? Open the quote or job they want again and use Copy to new quote (on a job it is under More). You get a fresh draft with the same lines and prices, ready to edit — the original is untouched.
- Load a lot of customers at once with Bulk import.