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Customers

Configure your customer database and link to work orders and inventory items sold.

Updated over 3 weeks ago

The Builds module allows users to configure Customers via Builds Settings.

Once configured, work orders can be linked to Customers. Inventory items can also be sold individually, or in bulk, to a customer from the Inventory Screen.

Customers can be added directly using the Add Customer button, or in bulk via CSV upload using the Import button.

A customer has to be added to the Customer screen before they can be selected in other locations.

Associate a work order to a Customer.

Search or sort the Work Orders list by Customer.

When marking items as Sold through the Inventory list screen, a customer can be associated.

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