Customer

What Is A Customer?

A customer is a wholesale customer record used by Sales workflows. Staff use customer records to identify who an order or invoice is for, store basic contact details, keep billing or delivery address information, and manage the people who work at that customer.

Customer records are shared reference data. Sales pages may read customers while staff create Sale Orders or Sale Invoices, but changing the customer record itself is Contacts management work.

Where To Find It

Open Contacts > Customers in the Web client.

Screen	Route	Use it to
Customers	`/v2/customer`	Search and open customer records.
New customer	`/v2/customer/new`	Create a customer.
Customer detail	`/v2/customer/:id`	View info, address, business info, and contact people.
Edit customer	`/v2/customer/:id/edit`	Update customer details or archive the customer.
Customer contacts	`/v2/customer/:id/contacts`	Add, remove, or set primary contact people.

Main Fields

Field	Notes
Code	Required customer code. It must be unique inside the company.
Name (Eng)	Required English customer name.
Name (Kor)	Optional Korean customer name.
Email / Phone	General customer contact details.
Priority	Sorting or operational priority. Blank or invalid values become `999`.
Note	Internal staff note for this customer.
Address	Customer address selected through address search and optional Address 2.
Business Info	ABN, ACN, bank, BSB, account number, and SWIFT code.
Contacts	People who work at the customer, such as buyers or managers.
Archived	Hides a customer from the active customer list.

Create A Customer

Open Contacts > Customers.
Click New customer.
Enter Code and Name (Eng).
Add optional Korean name, phone, email, priority, note, address, and business info.
Save.

After saving, the page returns to the customer list.

Update Or Archive A Customer

Open Contacts > Customers.
Select a customer.
Click Edit.
Update the customer fields.
Turn on Archived when the customer should no longer appear in normal active lists.
Save.

Archiving does not delete the customer or rewrite existing sales documents.

Manage Customer Contacts

Open a customer.
Click Contacts.
Add a contact person's name, position, phone, and email.
Use Primary to mark the main person for the customer.
Use Remove when a person should no longer be attached to the customer.

Removing a contact person permanently removes that person record from this customer. If the removed person was primary, the customer no longer has a primary contact until another person is selected.

Search Customers

Use the search box on the Customers page. Search checks customer English name, Korean name, and code.

When the search has multiple words, every word must match at least one of those fields.

Required Roles

Customer read access accepts pricing.manage, contact.read, or contact.manage. contact.manage includes customer records and customer contact people.

Action	Required role
Search customers	`pricing.manage` or `contact.read` or `contact.manage`
View a customer	`pricing.manage` or `contact.read` or `contact.manage`
View customer contact people	`pricing.manage` or `contact.read` or `contact.manage`
Create a customer	`contact.manage`
Update or archive a customer	`contact.manage`
Add, remove, or set primary contact people	`contact.manage`

Common Problems

Problem	What it means
`Code and Name (Eng) are required`	The form is missing one of the required fields.
`Customer code already exists`	Another customer in this company already uses the same code.
`Customer not found`	The customer id does not exist for the current company.
`Name is required`	A contact person cannot be added without a name.

Customer

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