Customers

Customers is the master record list for shipping customers. Create and maintain customer records here before using them on shipping orders or leasing records.

Access: Orders -> Shipping -> Customers

What This Page Controls

The Customers page owns the customer master record. Use it to maintain:

Customer name and contact details
One stored address block per record
Price Level, Discount, Terms, and Currency
Ship Via default
Sales Representative, Supplier, and related customer fields
Record status through the Discontinued flag

For shipping-order entry and fulfillment, see Shipping Orders. For lease recipient usage, see Leasing.

Find and Filter Customers

The list page supports these built-in controls:

Control	Purpose
Status	Filter between Active and Discontinued records
Primary Locations	Filter by parent customer/location grouping
Supplier	Filter by associated supplier
Search fields	Search by ID, Name, Contact, Phone, Payment Info, and Notes

The list also supports sortable columns and export links for print, CSV, and XLSX output.

The View column opens the contact list tied to that customer record.

Customer Record Fields

Identity and Contact

Field	Use
Customer ID	Internal identifier for the record
Name	Main customer name
Primary Contact	Main order contact
Primary Contact Title	Contact title or role
Phone	Main phone number
Email	Email address
FAX	Fax number

Address

Each customer record stores one address block:

Address Line 1
Address Line 2
City
State/Province
Zip Code
Country

The page does not provide multi-address management, address history, or address-validation tools.

Pricing and Defaults

Field	Use
Price Level	Default pricing level used with the customer
Discount	Default discount value
Terms	Payment terms such as Net30 or Due on Receipt
Currency	Customer currency
Ship Via	Default ship method or carrier

Additional Record Fields

Field	Use
Sales Representative	Assigned employee
Supplier	Supplier linked to the customer record
Location Of	Parent customer/location relationship
Ship To Record	Record flag available on the shared editor
Customer Logo	Optional linked logo
Payment Info	Free-text payment notes
Notes	General notes
Discontinued	Hides the record from active lists

Add and Maintain Customers

Add a Customer

Open Orders -> Shipping -> Customers.
Click Add Customer.
Enter the core customer information.
Set pricing defaults such as Price Level, Discount, Terms, Currency, and Ship Via.
Save the record.

Edit a Customer

Open the customer record from the list and update the shared editor fields as needed.

Copy, Rename, and Bulk Edit

The shared customer editor also exposes maintenance actions such as:

Copy to create a similar record from an existing customer
Rename to change the customer name through the rename flow
Bulk Edit to open the grid-style customer editor for wider updates

Discontinue a Customer

Use the Discontinued checkbox on the customer record when the customer should remain in history but no longer appear in active customer lists.

Imports and Exports

The customer list supports print, CSV, and XLSX export from the list view. Customer import and bulk-update support also exists through the system import and edit tools.

Permissions

Customers is protected by the page security for the Customer List page. Adding and modifying customer records also depends on the Create/Modify Customer table permission.

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