Customer Accounts

Maintain clean, up-to-date customer records for accurate orders, pricing, and deliveries.

Customer directory

Search, filter, and manage all customer accounts in one place.

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Capture basic details, account type, and status so the account can be used for orders.

Set billing and delivery addresses to streamline order fulfillment and invoicing.

Assign price lists and minimum order quantities by customer segment.

Monitor inactive or suspended accounts and resolve issues before the next order cycle.

Create a lightweight customer record without leaving this page.