Customers

The Customers section holds the businesses or individuals you dispatch finished goods to. You’ll find it under Settings → Customers. Available if the Dispatches feature is on for your account.

Adding a customer

1. Go to Settings → Customers and click New Customer.
2. Fill in Customer Details: Name (required) and Address.
3. Fill in Contact Details: Contact Name, Contact Telephone, Contact Email.
4. Add any free-text Notes in the Additional Info section.
5. Click Add customer.

Editing a customer

Open the three-dot menu on a customer card and choose Edit. The edit form shows Customer Details at the top, with Contact Details and Additional Info in collapsible sections below — matching the fields above. Click Update Customer to save.

Searching and filtering

Click Filters to open the filter panel. Type in the Search field (matches name, contact name, or contact email) or toggle Archived to include archived customers in the results.

Archiving a customer

Open the three-dot menu on a customer card and choose Archive. Archived customers are hidden by default but remain in the system. Toggle Archived in the Filters panel to view them again.

Sending a quick email

If a customer has a contact email address on record, open the three-dot menu and choose Send Email to open a pre-addressed email in your default mail app.