Customers and their orders

See who buys from you and what they've ordered. A customer is added when you create an order, or you can add one from the Customers page.

The Customers page

Go to Orders, then Customers. Each customer shows their phone, location, number of orders, last order date and Lifetime Total. Use Search customers to find one.

Add or edit a customer

1. Click Add Customer, or Edit on a customer's row.
2. Enter the Customer name and, if you have them, the Email, Phone and Address.
3. Choose the Order currency. New orders for this customer start in it; other currencies need an exchange rate in Settings, Currency.
4. Add Notes, such as delivery preferences or payment terms.
5. Click Save changes.

See a customer's orders

On the Orders page, type the customer's name in Search order #, customer or product. The tabs narrow the list to Pending, Allocated, Shipped or Canceled orders.

Not built yet: a page with one customer's full history. Tell us if you need it.

Related articles

• Create and ship a customer order
• Reserved, Open Demand and Net Available