Customers are the base register for sales: every quote, order, and invoice links to a customer.
How to open: Sales → Customers (or the customers tab on the sales desk)
Why use customers
- keep company / person data, contacts, addresses
- set price list and credit / limit
- view order and invoice history
- use the same customer across Flowbyte (sales, warehouse, field service)
Creating a new customer
- Open Customers.
- New customer.
- Fill in name, registry code, VAT number, address, email.
- Add contacts (phone, email for quotes / invoices).
- Save.
Search for an existing customer before creating — duplicates confuse reports.
What to do on the customer card
- edit basic data and bank details
- manage sites / delivery addresses
- set a price list (or several) — quote and invoice lines take prices from there
- view credit score / limit (if the module is on)
- open related documents (quotes, orders, invoices)
Price lists
A price list defines at what price the customer buys articles.
- Open the customer.
- Find price list / price settings.
- Link a price list or set special prices.
- Save.
On a new quote / invoice, select the right customer — lines should pull prices automatically (depending on setup). Base prices come from articles / price lists in warehouse or sales.