Skip to content

Customers

Customers

A customer is an external client to whom parts are sold.

To access the customer page, click on the Sell navigation tab and click on Customers option in the dropdown list.

Warning

Viewing, adding, editing and deleting customers require the corresponding Sales Orders user permissions

Add Customer

Once the customer page is loaded, click on the New Customer button: the "Create new Customer" form opens. Fill-in the manufacturer informations (Company name and Company description are required) then click on Submit

Edit Customer

To edit a customer, click on its name in the list of customers.

After the customer details are loaded, click on the icon under the customer name. Edit the customer information then click on Submit

Delete Customer

To delete a customer, click on its name in the list of customers.

After the customer details are loaded, click on the icon under the customer name. Confirm the deletion using the checkbox then click on Submit


Last update: October 18, 2021