Manage customers and suppliers

Open the correct party page

Use Customers to work with customer records and Suppliers to work with supplier records. If your workspace has both available, choose the page that matches the party you want to manage.

1. Open Customers or Suppliers from the Parties area.CustomersSuppliers
2. If the page shows more than one connected ledger option, select the one you want to use for this work.
3. Confirm the list loads before creating or editing anything.

Create a customer

Use the New Customer form to add a customer record. Customer Name is required; the other fields are optional.

1. On Customers, select Add Customer.CustomersAdd Customer
2. Enter Customer Name *.Customer Name *
3. Choose Type if needed.Type
4. Optionally fill in Group, Territory, Email, and Phone.GroupTerritoryEmailPhone
5. Select Create.Create

Create a supplier

Use the New Supplier form to add a supplier record. Supplier Name is required; the other fields are optional.

1. On Suppliers, select Add Supplier.SuppliersAdd Supplier
2. Enter Supplier Name *.Supplier Name *
3. Choose Type if needed.Type
4. Optionally fill in Group, Country, Email, and Phone.GroupCountryEmailPhone
5. Select Create.Create

What the create fields mean

Edit a customer or supplier

When a row has an Edit control, you can update the party metadata in place. The form is prefilled with the current values for that record.

1. Find the party in the table.
2. Select Edit for that row.
3. Change the available fields you want to update.
4. Select Save.Save
5. If you do not want to keep the changes, select Cancel.Cancel

Use filters on the Customers page

Customers can be filtered by search text, year, Shopify visibility, record-created year, group, custom date range, and whether you want company transactions only.

1. Use Search to narrow by text.
2. Use Year to choose All Time, Year to Date, Last Year, a specific year, or Custom Range.Year
3. Use Shopify to show all customers, only Shopify customers, or hide Shopify customers.Shopify
4. Use Record created to filter by the year the record was created.Record created
5. If you choose Custom Range, fill in Start Date and End Date.End DateStart Date
6. Use Company transactions only to limit the results to that scope.
7. Select Apply.Apply

Use filters on the Suppliers page

Suppliers can be filtered by search text, year, group, country, custom date range, and company transactions only.

1. Use Search to narrow by text.
2. Use Year to choose All Time, Year to Date, Last Year, a specific year, or Custom Range.Year
3. Fill Group and Country if needed.CountryGroup
4. If you choose Custom Range, fill in Start Date and End Date.End DateStart Date
5. Use Company transactions only to limit the results to that scope.
6. Select Apply.Apply

Sort and page through results

The party tables let you sort by the visible column headers and move through pages with Previous, Next, and Refresh.

1. Select a column header such as Customer Name, Type, Group, Activity docs, Activity total, Since, or Latest on Customers.CustomersGroupType
2. Select Supplier Name, Type, Group, Invoices, Activity total, or Since on Suppliers.GroupSuppliersType
3. Use Previous and Next to move between pages.NextPrevious
4. Use Refresh to re-run the current list with the same filters and page settings.

Open customer order details

On the Customers page, you can expand a customer row to review sales orders and any verified refund details that are available for that customer.

1. Select the row’s Show orders control.Show orders
2. Wait for the order data to load.
3. Review the order totals, line items, and any verified refund information shown in the expanded panel.
4. Select the control again to collapse the row.

Recover an unfinished save

If a customer or supplier create request was started but not fully confirmed, the recovery panel can help you check it or continue the original request. This is how you avoid starting a duplicate save.

1. Look for the Unfinished customer saves or Unfinished supplier saves panel.
2. Select Check save to confirm the current status of the original request.Check save
3. If the request is still pending, select Continue original save.Continue original save
4. If the save becomes confirmed, the page updates the list and closes the create flow.

What happens after a confirmed customer save

After a confirmed customer create save, the page clears the stored request, hides the create form, resets the customer form fields, returns to page 1, and turns off the company-only scope so the new record can appear in the list when the page reloads.

What happens after a confirmed supplier save

After a confirmed supplier create save, the page clears the stored request, hides the create form, resets the supplier form fields, returns to page 1, and turns off the company-only scope so the new record can appear in the list when the page reloads.

Common problems and recovery

• If Create or Save is disabled, check that you have owner or admin access and that the required name field is filled in.
• If a filter returns no rows, clear one filter at a time and select Apply again.
• If a save is not confirmed, use Check save or Continue original save instead of starting over.
• If a list request fails, use Refresh after fixing the filter or access issue.
• If Activity total sorting is disabled, sort by a different column such as name, date, or count.