Contents
Customers
Customers
A customer record represents a company or individual who owns stock held in your warehouses or receives shipments.
The Customer Object
The list response (GET /Customer/All) returns a projected subset. The single response (GET /Customer/{id}) returns the raw customer entity.
List shape:
{
"rec": 101,
"shortId": "ACME-CORP",
"name": "Acme Corporation",
"contact": "Jane Smith",
"accNo": "ACC-100",
"phone": "555-0100",
"fax": "555-0101",
"email": "[EMAIL]",
"address1": "123 Industrial Way",
"address2": "",
"city": "Springfield",
"state": "IL",
"zip": "62701",
"country": "US",
"priceLevel": 1,
"notes": "",
"taxId": 0,
"term": 30,
"modified": "2025-01-20T14:22:00Z"
}| Field | Type | Description |
|---|---|---|
rec | integer | Internal customer record ID |
shortId | string | Unique customer identifier |
name | string | Customer name |
contact | string | Primary contact name |
accNo | string | Account number |
phone | string | Phone number |
fax | string | Fax number |
email | string | Email address |
address1 | string | Primary address line |
address2 | string | Secondary address line |
city | string | City |
state | string | State or province |
zip | string | Postal code |
country | string | Country code |
priceLevel | integer | Price/discount level |
notes | string | Notes |
taxId | integer | Tax ID |
term | integer | Payment terms code |
modified | datetime | Last modification timestamp |
Note: The single-customer response (
GET /Customer/{id}) returns the full customer entity, which includes additional fields beyond the list projection.
List Active Customers
GET /CustomerReturns active (non-discontinued) customers with standard pagination parameters. Discontinued customers are excluded. Supports modifiedSince filtering.
{
"value": [
{
"rec": 101,
"shortId": "ACME-CORP",
"name": "Acme Corporation",
"contact": "Jane Smith",
"accNo": "ACC-100",
"phone": "555-0100",
"fax": "555-0101",
"email": "[EMAIL]",
"address1": "123 Industrial Way",
"address2": "",
"city": "Springfield",
"state": "IL",
"zip": "62701",
"country": "US",
"priceLevel": 1,
"notes": "",
"taxId": 0,
"term": 30,
"modified": "2025-01-20T14:22:00Z"
}
],
"totalCount": 46,
"page": 1,
"pageSize": 25,
"pageCount": 2,
"hasMore": true
}List All Customers
GET /Customer/AllReturns all customers (including discontinued) with standard pagination parameters. Supports modifiedSince filtering.
{
"value": [
{
"shortId": "ACME-CORP",
"name": "Acme Corporation",
"contact": "Jane Smith",
"accNo": "ACC-100",
"phone": "555-0100",
"fax": "555-0101",
"email": "[EMAIL]",
"address1": "123 Industrial Way",
"address2": "",
"city": "Springfield",
"state": "IL",
"zip": "62701",
"country": "US",
"priceLevel": 1,
"notes": "",
"taxId": 0,
"term": 30,
"modified": "2025-01-20T14:22:00Z"
},
{
"rec": 102,
"shortId": "BRIGHT-MFG",
"name": "Bright Manufacturing LLC",
"contact": "Tom Briggs",
"accNo": "ACC-101",
"phone": "555-0201",
"fax": "555-0202",
"email": "[EMAIL]",
"address1": "88 Factory Rd",
"address2": "Suite 200",
"city": "Rockford",
"state": "IL",
"zip": "61101",
"country": "US",
"priceLevel": 2,
"notes": "",
"taxId": 0,
"term": 30,
"modified": "2025-01-20T14:22:00Z"
}
],
"totalCount": 48,
"page": 1,
"pageSize": 25,
"pageCount": 2,
"hasMore": true
}Get a Customer
GET /Customer/{id}Returns the full customer entity by ShortID. Returns 404 if the customer does not exist.
GET /Customer/ACME-CORP{
"shortId": "ACME-CORP",
"name": "Acme Corporation",
"address1": "123 Industrial Way",
"address2": "",
"city": "Springfield",
"state": "IL",
"zip": "62701",
"country": "US",
"phone": "555-0100",
"fax": "555-0101",
"email": "[EMAIL]",
"contact": "Jane Smith"
}Create or Update a Customer
POST /CustomerUpserts a customer. If ShortID matches an existing record it is updated; otherwise a new record is created.
Request
{
"ShortID": "ACME-CORP",
"Name": "Acme Corporation",
"Contact": "Jane Smith",
"Address1": "123 Industrial Way",
"Address2": "",
"City": "Springfield",
"State": "IL",
"Zip": "62701",
"Country": "US",
"Telephone": "555-0100",
"Fax": "555-0101",
"Email": "[EMAIL]"
}| Field | Type | Required | Description |
|---|---|---|---|
ShortID | string | Yes | Unique identifier. Used to match existing records on upsert. |
Name | string | Yes | Customer name |
Contact | string | No | Primary contact name |
AccNo | string | No | Account number |
Telephone | string | No | Phone number |
Fax | string | No | Fax number |
Email | string | No | Email address |
Address1 | string | No | Primary address line |
Address2 | string | No | Secondary address line |
City | string | No | City |
State | string | No | State or province |
Zip | string | No | Postal code |
Country | string | No | Country code |
LocationOf | string | No | Location reference |
DiscountOption | integer | No | Price/discount level (default 0) |
Notes | string | No | Notes |
TaxID | integer | No | Tax ID (default 0) |
Term | string | No | Payment terms |
Note: The write body uses PascalCase field names.
ShortIDandNameare required.
Response
{
"shortID": "ACME-CORP",
"status": "imported"
}Discontinue a Customer
DELETE /Customer/{id}Marks the customer as discontinued. Historical records are preserved. Returns 200 with a confirmation message.
DELETE /Customer/ACME-CORP"Customer Discontinued: ACME-CORP"Permissions
| Action | Permission |
|---|---|
| List / Get | Customers List (SecurityID 130) |
| Create / Update / Discontinue | Create/Modify Customer (SecurityID 131) |
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