What this page controls

The Customers area is where you create and manage buyer companies for your wholesale portal. From here you can maintain billing and shipping details, set order minimums and credit terms, assign price lists, manage buyer user access, and review recent account changes. Everything here applies to the selected customer across your catalog and orders.

Quick start

1. Open the Customers page to see your list.
2. Use the search box to find by Code, Name, or Email. Optional filter: Active only.
3. Click + New Customer to create a record, or select an existing customer to edit.
4. Fill in billing and shipping details, set Order Minimum, choose Credit Terms, and (optionally) set a Credit Limit.
5. Assign a Default Price List and add Tags for segmentation.
6. Add buyer users under Buyer Users: you can create a new login or link an existing buyer account and choose whether they are an admin.
7. Save changes with Save Customer. You can come back at any time to update details.

Customers list view

Use this page to browse, search, and sort customers. Each row shows key info and quick actions.

• Search: Type part of a code, name, or email.
• Filters: Show All, Active, or Inactive customers.
• Sorting: Click any column header (Code, Name, Email, Order Min, Terms, Balance, Active).
• Paging: Use First / Prev / Next / Last to move through results. Page size is adjustable.
• Balance: Shows the sum of open (not paid/void) invoices for that customer.
• Manage: Opens the full customer editor. Activate/Deactivate toggles visibility for ordering.

Creating or editing a customer

Buyer users for a customer

Buyer users are the logins your customer uses to sign in, place orders, and see invoices.

The bottom of the section shows Recent Buyer User Changes so you can audit who linked, activated, or changed admin status.

Price lists and overrides

• Default Price List: Sets a base price tier for the customer.
• Customer Prices: Specific product overrides (if configured) take precedence.
• Volume Pricing: Quantity-based tiers can be global or customer-specific and apply automatically when the quantity threshold is met.

Understanding balances

The Balance column in the list view shows the total of open invoices (not paid or void). This helps you spot accounts with A/R exposure before shipping new orders.

CSV import tips

• Customer Code must be unique per customer.
• Supported credit terms: prepaid, net15, net30, net45, net60.
• Leave credit_limit blank if not used.
• You can assign price lists after import if your import does not include them.

Security and access

• Only users with role owner or staff can use this page.
• Session timeouts and subscription status are enforced before access is granted.
• All sensitive field changes are recorded for auditing (order minimum, terms, limits, tax rate, active status, price list, credit hold, resale cert, shipping defaults, notes).

Troubleshooting

• Cannot save customer: Check for required fields (Code, Name) and duplicate codes.
• Credit terms rejected: Only prepaid, net15, net30, net45, net60 are allowed.
• Buyer cannot log in: Ensure the buyer’s user account is active and the customer link is enabled. Also confirm the customer itself is Active.
• Tax rate error: Use a number up to two decimals (e.g., 8.25). Leave blank to unset.
• Price not as expected: Check for customer-specific pricing and volume pricing that may override the default price list.

Field reference

FAQ