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1f438bb734
* Display PendingShipments panel - Overview of all outstanding shipments * Update UI tests * add separate page for troubleshooting * Restructure menus a bit * Fix top-level page for mobile app * Add option to override default value in docs * Update global.md * Formatting updates * Update sales pages * Move order images to "purchasing" * Small tweaks * Make "Concepts" a top-level documentation item * Update image
974 B
974 B
title
| title |
|---|
| Customers |
Customers
A customer is an external company to which parts or services are sold.
To access the customer page, click on the {{ icon("truck-delivery") }} Sales navigation tab and click on {{ icon("building-store") }} Customers option in the dropdown list.
!!! warning Viewing, adding, editing and deleting customers require the corresponding Sales Orders user permissions
{{ image("sales/customers.png", "Customers list") }}
Add Customer
Once the customer page is loaded, click on the {{ icon("plus-circle") }} New Customer button: the "Create new Customer" form opens. Fill-in the manufacturer information (Company name and Company description are required) then click on Submit