Customers
The customers you sell to, with credit limits.
Overview
A customer has a code, name, legal name, currency and credit limit. Confirming an order reserves credit against the limit and cancelling releases it.
When to use customers
- You set a credit limit.
- You add a new buyer.
Step by step
In the Sales module open Sales in the green navigation bar, then choose Customers under Customers.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: CODE, CUSTOMER NAME, LEGAL NAME, CURRENCY, CREDIT LIMIT.
- Actions on the screen: New Customer.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.customer.create
- sales.customer.delete
- sales.customer.read
- sales.customer.update