Overview
A customer record is the central place where you manage all information related to a customer. Once a customer is created, additional tabs become available, allowing you to manage addresses, contacts, pricing, documents, and customer activity.
The customer record is designed to be flexible—only basic information is required at creation, and additional details can be added or updated at any time.
When to Use This
Use the customer record to:
View and update customer information
Manage billing and shipping addresses
Add and manage customer contacts
Apply customer-specific pricing rules
Store files and internal notes
View order history for the customer
Customer Record Layout
After a customer is created, the customer record includes the following tabs:
Details
Addresses
Contacts
Pricing rules
Attachments
Memos
Orders
Each tab serves a specific purpose and can be updated independently.
Details Tab
The Details tab contains the core configuration and internal information for the customer.
Notes
Notes – Internal notes visible only to your team
Alert notes – Important warnings (for example, credit holds or special instructions)
Alert notes are shown during order creation
Pricing & Sales
Price list – Default pricing source for this customer
Discount (%) – Applied to all sales orders
Sales rep – Assigned representative
Financial & Tax Settings
Payment terms
Tax rate
Tax exempt number
Accounting or QuickBooks class (if enabled)
Ordering Rules
Minimum order amount
Minimum order quantity
These rules apply when creating sales orders for the customer.
Shipping Preferences
Preferred carrier
Shipping terms
Shipping method
Service level
These settings act as defaults during order fulfillment.
Notifications
Control whether the customer receives:
Shipment notifications
Sales order notifications
Invoice notifications
Templates
Set default document templates for this customer, including:
Sales Orders
Invoices
Invoice receipts
Packing lists
Quotes
Portal Access
Enable or disable B2B portal access
Assign a B2B catalogue (if applicable)
Custom Fields
Custom fields are defined by your organization
Availability and labels may vary by account
Only complete fields relevant to your workflow
Addresses Tab
Use the Addresses tab to manage billing, shipping, and other customer locations.
You can:
Add multiple addresses
Set primary billing and shipping addresses
Mark addresses as billing, shipping, or residential
Contacts Tab
Use the Contacts tab to store people associated with the customer.
You can:
Add multiple contacts
Assign contact roles (Primary, Order, Invoice, Shipment)
Update contact information at any time
Pricing Rules Tab
The Pricing rules tab allows you to define customer-specific pricing logic.
Typical use cases include:
Special pricing agreements
Customer-specific pricing overrides
Advanced pricing scenarios
Attachments Tab
Use Attachments to store files related to the customer, such as:
Contracts
Credit applications
Compliance documents
Reference files
Memos Tab
The Memos tab is used for internal, time-based notes related to the customer.
Common uses include:
Logging important conversations
Recording account changes
Tracking special instructions
Orders Tab
The Orders tab displays all orders associated with the customer.
From here, you can:
View order history
Access individual sales orders
Review customer activity over time
What’s Next
Once you understand the customer record layout, you can:
Create a Customer
Update a Customer
Add and Manage Addresses
Add and Manage Contacts
These actions allow you to fully configure and manage customer information over time.