Customer
The Customer section enables users to define and manage customer entities across the platform. This configuration is essential for linking business functions such as styles, orders, and claims to the correct customer, ensuring accurate tracking and reporting.
Customers represent distinct client or retailer entities—such as brands, accounts, or trading partners—that your organisation does business with. By managing these centrally, teams can standardise data attribution, filtering, and reporting across Styles, Compliance, Planner, and Order modules.
The Customer section allows you to create a consistent set of customer records that can be used across the platform. Customers added here are available for selection in dropdown menus throughout various modules. Maintaining an accurate and up-to-date customer list is crucial for correct data attribution, filtering, and generating customer-specific reports.
Quick Check - Before You Start
- Confirm Terms, Tax, Currency, and Arrival Zones are configured if you will set defaults on the customer record.
- Decide compliance rules (Block non-compliant orders, notifications, Approved) before saving, because they affect how orders behave for that customer.
- When retiring a trading partner, plan to Disable instead of losing history tied to styles, orders, or claims.
Managing Customers
Add Customer
- Click the Add New button at the top left.
- Complete the required fields in the pop-up form, such as name, code, and region.
- Click Save to add the new customer to the list.
Available Fields
The following fields define customer identity, contact details, commercial terms, and platform behaviour. Proper configuration ensures accurate order processing, costing calculations, compliance validation, and B2B portal access across the platform.
| Field | Type | Function and Importance |
|---|---|---|
| Code | Editable or system-generated | A unique identifier for the customer. Essential for filtering, reporting, and linking records across Styles, Orders, and Compliance. |
| Description | Mandatory, free text | The primary display name of the customer. Used in dropdown selections and reports throughout the platform. |
| Optional | Primary contact email for the customer. Supports communications and documentation. | |
| Address 1 | Optional | Primary street or building address. Critical for shipping labels, invoicing, and delivery documentation. |
| Address 2 | Optional | Additional address details (suite, floor, etc.). Improves accuracy of delivery and billing records. |
| Town/Suburb | Optional | Locality or suburb for the address. Required for correct regional routing and freight calculations. |
| State | Optional | State, province, or region. Supports regional reporting and compliance. |
| Zip/Postcode | Optional | Postal code for the address. Ensures accurate shipping and documentation. |
| Country | Optional | Country of the customer. Essential for tariffs, import duties, and international trade compliance. |
| Terms | Dropdown | Default commercial terms applied to orders and transactions. Configure options in Site Settings › Company › Terms. Ensures consistent payment and delivery terms. |
| Payment Terms | Free text | Customer-specific payment conditions (e.g., 90 Days, Net 30). Used in order documentation and invoicing. |
| Contact | Optional | Primary contact name for the customer. Supports communication and order follow-up. |
| Phone | Optional | Primary contact phone number. Used for order coordination and support. |
| Roles & Permissions | Dropdown | Controls which customers this record can access. Links to Customer Access and other customer visibility rules in Roles and Permissions. |
| Arrival Zone | Dropdown | Default delivery or receiving location for freight and costing. Configure in Site Settings › Company › Arrival Zones. Used for lead times, freight costs, and regional costing. |
Compliance
| Field | Function and Importance |
|---|---|
| Block non-compliant orders from being shared with suppliers | When enabled, prevents orders with failing Compliance validation from being shared. Enforces quality control per Order General Settings. When turned on, orders are blocked from suppliers if the compliance item valid-to date falls within the configured number of days from the order ETD (Expected Time of Delivery). |
| Display a notification when a compliance breach has occurred | Alerts users when a compliance breach is detected. Supports timely corrective action and audit trails. |
| Approved | Indicates whether the customer record is approved for use. Restricts usage until approval is granted. |
Costing Section — Trading Terms
| Field | Type | Function and Importance |
|---|---|---|
| Margin % | Percentage | Target profit margin applied in Costing. Drives pricing and profitability calculations. |
| CODB % | Percentage | Cost of doing business percentage. Used in costing templates for accurate landed cost. |
| Rebate % | Percentage | Rebate amount applied to transactions. Affects net pricing and financial reporting. |
| Discount % | Percentage | Default discount applied to the customer. Influences final pricing in costing and orders. |
| Currency | Dropdown | Default currency for costing and pricing. Configure in Site Settings › Company › Currency. Ensures consistent financial calculations. |
| Tax | Dropdown | Default tax rate for the customer. Configure in Site Settings › Company › Tax. Essential for accurate invoicing and compliance. |
Costing Section — Components
| Field | Function and Importance |
|---|---|
| Brand Label | Component cost or inclusion for brand labels. Used in Component Costing and buy price calculations. |
| Price Ticket | Component cost or inclusion for price tickets. Affects total cost of goods. |
| Swing Tag | Component cost or inclusion for swing tags. Contributes to product cost structure. |
Cost of Sales
| Field | Function and Importance |
|---|---|
| Local Rework | Cost or allowance for local rework. Included in costing calculations and margin analysis. |
| Outgoing Freight | Cost or allowance for outgoing freight. Affects landed cost and profitability. |
Sales Order
| Field | Type | Function and Importance |
|---|---|---|
| Sales Order Currency | Dropdown | Currency for Sales Order transactions. Configure in Currency. |
| Sales Order Tax | Dropdown | Tax rate for sales orders. Configure in Tax. |
| Sales Order Discount % | Percentage | Default discount applied to sales orders for this customer. |
| Portal Search | Toggle | When enabled, allows the customer to search and browse products in the Customer Portal. Controls B2B portal visibility. |
Edit Customer
- Click the pen icon next to the customer you'd like to modify.
- Make the required updates in the pop-up window.
- Click Save to apply the changes.
Disable Customer
If a customer is no longer active but needs to be retained for historical data, change their status from Enabled to Disabled.
This can be done directly in the list or via the toggle in the Edit pop-up.
Other Actions
- Filter – View customers by status (Enabled or Disabled).
- History – Export a detailed log of customer changes and version history for auditing purposes.
- Export – Download the complete list of customers in
.xlsxformat.
Table Flexibility
Users can tailor the table layout using the following controls:
| Feature | Description |
|---|---|
| Sort by Ascending or Descending | Reorder customers by clicking on any column header. |
| Pin Column | Lock important columns in place whilst scrolling. |
| Autosize This Column | Automatically resize the specific column to fit its content. |
| Autosize All Columns | Applies autosizing on all columns. |
| Choose Columns | Show or hide individual table columns. |
| Reset Columns | Return the table to the default configuration. |
Tip
- Use unique and logical codes for each customer to simplify selection in dropdown lists and ensure data accuracy across different modules.
- Disable unused customers instead of deleting them to retain historical context and maintain audit trails.
- Use exports for reviews and audits to track customer usage and data alignment.
- Regularly review the customer list to ensure it aligns with current operations and trading relationships.
- Document customer purposes and associated regions to help team members understand their use across styles, orders, and claims.
- Use the History feature to periodically audit customer configurations and track changes for data governance.
Troubleshooting
Why are orders blocked from suppliers for this customer?
When Block non-compliant orders from being shared with suppliers is enabled, failing compliance validation can stop supplier sharing per your Order General Settings alignment (valid-to date vs ETD window).
Steps to resolve:
- Open the customer record and review the Compliance section toggles.
- Resolve the underlying compliance items on the order or adjust governance rules only if your policy allows.
- Use Display a notification when a compliance breach has occurred to surface issues earlier in the workflow.
Why is my default tax or currency wrong on new costings or sales orders?
Customer defaults come from the Tax, Currency, Sales Order Tax, and Sales Order Currency fields on the customer.
Steps to resolve:
Why can a customer not use portal search?
Portal Search must be enabled on the customer for B2B browsing in the Customer Portal.
Steps to resolve:
- Edit the customer and locate Portal Search under Sales Order.
- Enable the toggle and save.
- Confirm the customer’s portal account and roles still allow access to the store per your portal configuration.