Customer Management screen
The Customer Management screen holds the customer directory used when creating orders and customer returns documents.
Who sees it: primary user · co-manager · sub-manager
Used by modules: picking returns
How to get here
- On the phone: ☰ menu → Setup → Customer Management
- On the computer: side menu → Setup → Customer Management
What is on the screen
(1) New Customer
Opens the Add New Customer dialog.
Beside it, Import customers with and the system name appears when an integration other than WhatsApp is active. Customer import works only with the Bina integration; for other systems the button appears but the action does not import customers. The import matches an existing customer by External code and updates it instead of creating a duplicate.
(2) Customers table
| Column | What it shows |
|---|---|
| Customer Name | The name printed on orders and documents |
| Phone | Customer phone |
| Email address | |
| Tax ID | Tax identifier. Unique within the company |
| Address | Delivery or document address |
| Edit | Edit Customer – opens the edit dialog |
| ID | Internal number |
Clicking a column header opens a text filter. Deleted customers do not appear.
(3) Edit Customer
Opens the Edit Customer dialog with the same fields as create.
Dialog fields
| Field | What it does | Required |
|---|---|---|
| Name | Customer name | Yes |
| Phone | Validated for format. Error: Invalid phone number | No |
| Validated for format. Error: Invalid email address | No | |
| Tax ID | Must be unique. If another customer has it: This Tax ID already exists for another customer | No |
| External code | The customer's ID in your ERP or accounting system. Used to match on import | No |
| Address | Free-text address | No |
| Notes | Internal text | No |
Click Create Customer or Save Changes (shown only after a change). Cancel closes without saving. After saving you see Customer created successfully or Customer updated successfully.
Where customers are used
- Orders. The order creation dialog has a customer picker with Search customer by name / phone / email. You can also click + Add new customer and create one without leaving the dialog – it is saved to this directory. See Orders.
- Customer returns documents. A returns document opens on a customer from the directory. See Returns.
- Orders from integrations. Orders arriving from Wix or Bina carry the customer's name and address on the order itself and do not create a customer record.
Deleting
In the edit dialog click Delete Customer. The Delete Customer confirmation reads: "The customer will be hidden from the active customer list. Existing orders and returns referencing this customer will remain unchanged."
Deleting hides, it does not erase
The customer disappears from the list and the search, but every order and document keeps their name. There is no way to restore them from this screen; if you need them again, create a new customer.
Related pages
- Orders – create an order for a customer
- Returns – open a customer returns document
- Supplier Management – the matching directory on the purchasing side
- Integrations – import customers from Bina