Customers
Product version: 1.0.0+1 Last updated: 2026-08-03 Audience: Tenant users with
sales:customer:read(mutations usesales:customer:*)
A. What are Customers?
Customers are people or organizations you sell to. They are optional on a sale (walk-in style sales can omit a customer) but useful for invoices that capture name, email, phone, and billing address snapshots.
B. Viewing the list
- Open Sales > Customers from the hub.
- Search by name when needed.
- Open a row for detail, or use create / edit from the list actions.
C. Creating a customer
Required permission:
sales:customer:create
- Tap New / Add customer.
- Fill the form:
| Field | Required | Description |
|---|---|---|
| Name | Yes | Display name |
| No | Contact email | |
| Phone | No | Contact phone |
| Tax ID | No | Tax identifier |
| Billing address | No | Address fields as provided by the form |
| Notes | No | Internal notes |
| Active | No | Inactive customers stay in the system but should not be used for new sales |
- Save. The list refreshes when you return (
pop(true)).
D. Editing and deleting
Update:
sales:customer:update· Delete:sales:customer:delete
- Open customer detail.
- Edit opens the form; Delete soft-deletes when your role allows it.
E. Using customers on sales
On the sale form, pick an optional customer. When you confirm the sale, invoice snapshots use the customer’s contact fields at confirm time.
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Related: Invoices