Customers

Manage the clients to whom you sell products. A customer record is required before you can raise a Sales Order.

Customer List View

Addresses & Contacts

Within a customer record, you can manage unlimited shipping addresses and contact persons. You can designate specific addresses as "Default Billing" or "Default Shipping".

Carrier Accounts

If a customer prefers to use their own freight account (e.g., "Bill Recipient"), you can add their FedEx/UPS/DHL account details here. These can then be selected during the sales order creation process.