Customers

The Customers area holds the customer master. You reach it through the Customers navigation entry.

The customer record is the current state, the order the copy made at the time. Both carry names and addresses, and that is not duplication: if a customer moves house, their record changes here, and earlier orders keep the address goods were actually delivered to.

Overview / list

The list sits in a box that can be scrolled sideways. The Email column sits there.

Customer list with the toolbar, the filter field and the first five columns

Three buttons sit above the list. New opens an empty customer and works without a selection. Edit opens the selected customer in the detail view, Delete removes it after a confirmation.

A deleted customer takes no order down with it. The orders are kept in full, with name, address and amounts, because those details sit on the order itself. What is lost is the link: the Orders section no longer exists, and the Goto Customer button on the order stays grayed out.

The Filter field below it searches customer number, origin customer number, first name, last name and company in one go. A partial match is enough, and you do not have to decide beforehand what you are searching by. It disappears as soon as a condition is set through Filter By.

The Filter By button offers the groups Field for a single field of the customer and Property for a property set up for customers. How a condition you have set is edited and combined is described under products.

Below the list sit the pager, the Items per Page choice and the total number of customers matching the current filter.

Column	Content
Customer Number	The number from your number range
Origin Customer Number	The number from the connected system
Company	The business behind the customer, empty for a consumer
First Name, Last Name	The person's name
Email	How to reach them. This column sits to the right, outside the visible area

Sorting is fixed to the customer number, descending, so the most recently created customer sits at the top.

Detail view

The detail view shows a single customer with the collapsible sections Common, Addresses, Properties, Orders and Channels. The header names the customer number and the name.

Detail view of a customer with its five collapsed sections

Common

The section carries the master data of the person or company behind the customer.

Common section with customer number, salutation and name fields

Field	Meaning	Note
Customer Number	The number from your number range	Not editable
Origin Customer Number	The number from the connected system	Enterable only on a new customer, fixed afterwards
Title, Salutation, Gender	How the person is addressed	Salutation and gender come from the localization settings
First Name, Last Name	The person's name
Company, Department	The business behind them	Empty for a consumer
Phone Number, Email	How to reach them
Birthday	The date of birth	May be left empty
VAT Identification Number	The VAT number	The reason a business customer is treated differently from a consumer

These are the same fields as in the Customer section of an order, and that is deliberate: it lets you compare line by line what the customer is today and what they were at the time of the order.

Addresses

The section carries the customer's addresses, each in a collapsible block of its own. A block's heading names its kinds, and there can be two: where it reads Billing Address, Shipping Address, it is one address that is both. That is exactly the normal case, which is why the customer in the image has only one block.

As in the Addresses section of an order, only one block is ever open, and the fields are the same: Title, Salutation, Gender, First Name, Last Name, Company, Department, Address Line 1 and Address Line 2, Zipcode, City, Country, Phone Number and Email.

Addresses section with one address that is billing and shipping address at once

Three buttons sit above the blocks: Add Billing Address and Add Shipping Address each create a block of that kind, Delete removes the one currently expanded and is the only one grayed out without such a block.

Properties

The section shows the properties set up for customers, each with the input field of its type.

The section exists only if there are any properties for customers at all. It is the place for everything you keep about a customer that TRADElube brings no field for, a payment term or the date of the first order for instance. Properties are set up under Settings, through the Properties button.

Properties section of the customer with payment term and customer since

Orders

The section lists this customer's orders, with the same columns as the order list and a pager of its own below it. It answers the question that comes before every phone call: what has this customer ordered so far? Nothing can be changed here. You edit an order in the Orders area.

A newly created or freshly transferred customer has nothing here, and that is not an error.

Orders section with this customer's single order

Channel mappings

The Channels section shows which connected systems the customer is linked to. Structure, fields and buttons are the same as on the product and are described there in detail: products.

Channels section of the customer with its channel mappings

On a customer this section is the record of which connected system knows this customer. Whoever has to carry out a deletion sees here where else they have to request it. TRADElube deletes nothing in a connected system by itself.