The customer record
Where: Customers → select a customer code → Customer details.
Who: customer.view. Some sections need more (shown below).
The record has four tabs.
Overview
Customer details
| Field | Example (Café Aroma) |
|---|---|
| Customer ID | 42 |
| Partner ID / code | 117 / P-CAFE-AROMA |
| Party ID / type | 310 / ORGANIZATION |
| Account status | ACTIVE |
| Account type | WHOLESALE |
| Group ID | 3 |
| Parent customer ID | (empty) |
| Segment | HORECA |
Commercial settings
These settings are used by Sales, Pricing and Invoicing.
| Field | Meaning | Example |
|---|---|---|
| Currency | Orders must be in this currency | GBP |
| Payment terms | Payment-terms code | NET30 |
| Price list | Price-list code used by Pricing | WHOLESALE-2026 |
| Tax classification | Tax category label | STANDARD |
| Tax exempt | Yes or No | No |
| Minimum / maximum order | Order value limits | 50.00 / 5,000.00 |
| Discount percentage | Default discount | 5% |
| Partial shipments / back orders | Whether allowed | Yes / Yes |
| Consolidated invoicing | One invoice for several orders | No |
| Invoice delivery / frequency | How and how often invoices are sent | EMAIL / PER_ORDER |
| Statement delivery | How statements are sent | |
| Purchase order required | Sales orders need the customer's PO number | Yes |
| Effective from / to | When the account is valid | 2026-01-01 / (open) |
Credit
| Field | Example |
|---|---|
| Limit | 5,000.00 |
| Credit check required | Yes |
| Credit / order / invoice hold | No / No / No |
"Account status and typed holds are independent. No live exposure is available." The credit limit is checked against the order value, not against what the customer currently owes.
How Sales uses these settings
When an order is taken for the customer, these checks apply:
Example: Nadia enters an order for Café Aroma of GBP 6,200 without a PO number. It is refused:
"Purchase order reference is required". With PO CA-441 it is refused again: "Order exceeds maximum
value" (maximum 5,000). She splits it into two orders.
Identity
The customer's name and identity belong to the Party, shared with every other module.
| Section | Shows | Change it with |
|---|---|---|
| Shared Party identity | Party, Legal name, Registration, Tax number, Active | Parties screen (party.update) |
| Person profile or Organization profile | Title, names, date of birth… or organisation type, trading name, industry, incorporation date, country, website | Configure / Edit on the profile (party.create / party.update) |
| Partner relationship | Partner, Party ID, Type, Status, Currency | Partner screen |
Changing the Party's name changes it everywhere the customer appears.
Addresses & contacts
Records
See Holds, notes and references and Groups.
Next: Addresses and contacts.