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customer.md
manufacturer.md
po.md
so.md
supplier.md
extend
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29 lines
1.5 KiB
Markdown
29 lines
1.5 KiB
Markdown
---
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title: Customers
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---
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## Customers
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A customer is an external client to whom parts are sold.
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To access the customer page, click on the <span class="badge inventree nav main"><span class='fas fa-truck'></span> Sell</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-user-tie'></span> Customers</span> option in the dropdown list.
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!!! warning
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**Viewing**, **adding**, **editing** and **deleting** customers require the corresponding [Sales Orders user permissions](../admin/permissions.md)
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### Add Customer
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Once the customer page is loaded, click on the <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Customer</span> button: the "Create new Customer" form opens. Fill-in the manufacturer informations (`Company name` and `Company description` are required) then click on <span class="badge inventree confirm">Submit</span>
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### Edit Customer
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To edit a customer, click on its name in the list of customers.
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After the customer details are loaded, click on the <span class='fas fa-edit'></span> icon under the customer name. Edit the customer information then click on <span class="badge inventree confirm">Submit</span>
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### Delete Customer
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To delete a customer, click on its name in the list of customers.
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After the customer details are loaded, click on the <span class='fas fa-trash-alt'></span> icon under the customer name. Confirm the deletion using the checkbox then click on <span class="badge inventree confirm">Submit</span>
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