Managing Customers

The Customers area is your built-in CRM for tracking everyone you sell to. From here you browse and filter your whole customer base, drill into a single account, and manage their orders, designs, payments, contacts, notes, discounts, and shipping preferences — all in one place.

Availability: The Customers area is available on every plan, including Free. A few tabs are gated higher: the Payments tab needs online payments (Commerce and up), and the Designs tab needs the 3D Kitchen Designer (Build and up).

Note: This is the admin-side CRM you use to manage customer records. It's different from the storefront customer portal — the self-service account area your shoppers see when they log in. For that, see The Customer Portal.

If you're adding your first customers, start with Creating a Customer. This page covers what to do with them afterward.

The Customers list

Open Customers from the left sidebar to land on the customer list, built for managing large books of business at a glance.

KPI cards

Four summary cards across the top give you an instant read on your customer base:

Card	What it shows
Total Customers	The number of active customer records
New (30 days)	Customers added in the last 30 days
Business	Customers with a Business type
Individual	Customers with an Individual type

The filter bar below the cards gives you several ways to narrow the list:

Search — match customers by name, email, or city. Results update as you type.
Type filter — switch between All, Business, and Individual.
Active / Archived switch — show your active customers (the default) or your archived ones. See Archiving below.
Sort order — a Date Added / A–Z toggle. This is a company-wide setting: it reorders the customer list and every customer picker in the app for everyone, so it only appears if your role can change store settings. (It's the same setting you'll find in your store settings.)
A live result count shows how many customers match.

The customer table

Matching customers appear in a table showing each one's name, email, phone, and location. Click any row to open that customer's full profile. Use the page-size selector (10 / 25 / 50 / 100 per page) and the pager at the bottom to move through long lists.

Adding customers

Two buttons live in the list header:

New Customer — opens the single-customer create form. See Creating a Customer for the full field reference.
Import CSV — bulk-import a list from a spreadsheet (also covered in Creating a Customer).

The customer profile

Click a customer to open their profile. At the top is a header card with the customer's avatar, name, status and type badges, their billing and shipping addresses, and quick pills for their sales rep, discount %, and default shipping method.

Beneath that is a stats bar with four numbers:

Stat	Meaning
Orders	How many orders this customer has placed
Lifetime Value	The total value of their orders
Balance	The outstanding amount they owe — turns amber when it's above zero
Terms	Their default payment terms

Note: Lifetime Value and Balance are money figures. Staff whose role lacks the View Customer Financials permission don't see these two tiles at all — see Hiding customer financials below.

If the customer has no email on file, a banner sits under the header explaining that they can't be sent payment links or Stripe receipts, with a shortcut that jumps to the Settings tab so you can add one.

Header actions

Two buttons sit at the top-right of the header (both require the Edit Customer permission):

Set as Default — see Setting a default customer.
Archive / Unarchive — see Archiving.

The seven tabs

The profile is organized into seven tabs. Here's what each one does.

Overview

A dashboard for the account:

Recent Orders — the five most recent orders with status and total (and a "due" note when a balance is owed). Click any order to open it, or View all to jump to the Orders tab.
Contacts preview — the first few people on the account, with click-to-email and click-to-call.
Customer Info card — the key contact details (email, phone, mobile, addresses, website) and flags such as whether partial payments are enabled.
Location map — when your account has a map token configured and an address on file can be located, a small map of the billing or shipping location appears here, with a Shipping / Billing toggle. If no map token is set, this simply doesn't show.

Orders

The customer's full order history, presented as a working mini order manager — not just a read-only list. From here you can:

Inline status and station changes — update an order's status or its current production station right from the row, without opening the order.
Search by order number or PO number.
Filter by status, by current station, or by a created-date range, plus one-click quick filters for Open Orders (Ordered + In Production) and Pending Shipment (completed but not yet shipped).
Choose columns with the column picker, and pin any column to the left or right so it stays visible as you scroll wide.
Saved views — save a particular combination of columns, filters, and sort as a named view and reapply it later (shared across customers).
Value summary — a rollup of Order Value, Quote Value, and Balance Due for exactly the orders currently in view.
Per-order Print Outs — open the print-outs menu for any single order.
Print, Open in New Tab, and Export the whole filtered table. Export offers both Excel (.xlsx) — with real date and number cells and sized columns — and CSV. The report always matches what's on screen: same rows, same columns, same sort.

Availability: The Orders tab's full order data is most useful on paid plans. On the Free plan there are no priced orders — leads arrive as Quotes & Inquiries instead.

Note: The Order Value / Quote Value / Balance Due summary and the per-order Balance column are hidden from staff without the View Customer Financials permission.

Designs

Availability: Build plan and up (requires the 3D Kitchen Designer).

Lists the kitchen and cabinet 3D Kitchen Designer jobs created for this customer — each with a name, type, status, and last-updated date, plus an Open in designer shortcut. Shops that don't use the Designer will find this tab empty.

Payments

Availability: Commerce and up (requires online payments).

Financial tracking for the customer:

Balance summary — Current Balance, Total Invoiced, and Total Paid.
Orders with a balance — every order that still owes money, with total, amount paid, and remaining balance.
Transaction history — a complete record of payments, refunds, credits, and adjustments.
Saved payment methods — any Stripe cards the customer has on file for faster checkout.
Record Payment — log a payment directly against orders: enter the amount, choose the method, optionally link it to specific orders, add a note, and save.

For how payments, deposits, and refunds work in depth, see Order Payments.

Note: This entire tab is hidden from staff without the View Customer Financials permission — see Hiding customer financials.

Contacts

Manage the people at a customer account — useful for a business where different people handle orders, billing, and shipping. It's a two-pane list-and-form layout: pick a contact on the left to edit it on the right, or click Add to create one.

Each contact stores:

Field	Notes
Full Name	Required
Job Title	Optional
Email	Optional
Phone	Optional
Fax	Optional
Notes	Free text

Note: There is no separate "mobile" field and no primary-contact flag on a per-customer contact. The Overview tab simply previews the first few contacts.

This per-customer list is distinct from the standalone, company-wide Contacts directory (Commerce and up), which pulls together contacts across all customers with its own search, bulk tools, and CSV import.

Notes

Keep a running, timestamped record about the customer:

Add notes about conversations, special requests, or important details. Each note is saved with your name and a timestamp and is visible to your whole team.
Attach files — contracts, tax-exemption certificates, spec documents, or correspondence — right on the record.

Settings

The full editable record — everything from the create form, in one place. Changes save when you click Save. It includes:

Customer type — Individual or Business / Company.
Contact information — name, email, phone, mobile, fax, website.
Financial settings — Discount %, Status, Payment Terms, Sales Rep(s).
Default shipping method.
Products Display — Standard and Exclusive Products, or Exclusive Products Only.
Tax Exempt toggle — charges $0 sales tax on all of this customer's orders.
Enable Partial Payments toggle — lets the customer pay in installments (unless already on account-wide).
Billing and shipping addresses.

Tip: The Discount %, Payment Terms, Default Shipping Method, and Tax Exempt settings you set here pre-fill onto every new order for this customer. Getting them right once saves rework on every order.

Archive and Unarchive

Instead of deleting a customer, you archive them. Archiving hides the customer from the customers list, from customer pickers when creating orders, and from search — without touching their orders, payments, or contacts. It's fully reversible: find archived records with the Archived switch on the Customers list, open one, and click Unarchive to bring it back.

Because it's reversible, archiving happens immediately with no confirmation step. Both Archive and Unarchive require the Edit Customer permission.

Tip: Archiving is the right move for a customer who's gone quiet — you keep their full history but clear them out of your day-to-day lists and pickers.

Set a Default Customer

Click Set as Default on a customer's profile to pin them as the customer that's pre-selected whenever you create a new order. This is handy for a single-location retail or walk-in shop that rings most sales through one house account. Setting a new default automatically clears the previous one, and clicking again removes the default entirely. Archived customers can't be the default (they're out of the order picker). This also requires the Edit Customer permission.

Hiding customer financials

Some staff should see and work orders without seeing money totals. The View Customer Financials permission controls that. When a role lacks it, that user does not see:

the Payments tab,
the Lifetime Value and Balance stat tiles in the header,
the Balance column and the Order/Quote/Balance-Due summary on the Orders tab,
customer-level money rollups in exports.

Note: This is separate from the View Prices permission. View Prices controls whether a user sees per-order prices at all; View Customer Financials controls the customer's aggregate money picture. A user can have one without the other. Manage both on the Users & Roles page (Build and up).

Customer discounts & pricing

When a discount percentage is set on a customer's Settings tab:

Every new order for that customer automatically applies the discount.
The discount appears on invoices.
Order totals reflect the discounted price.

The default applies automatically, but you can still override it on an individual order — apply a different discount, add another, or remove it entirely for that one order.

Tax-exempt customers

Toggle Tax Exempt on a customer's Settings tab (or on the create form) to charge $0 sales tax on all of that customer's orders — the standard treatment for wholesale, resale, and non-profit accounts. Keep the customer's exemption certificate on file by attaching it to the Notes tab.

Exclusive products

Exclusive products let you offer customer-specific items and pricing.

Marking a product exclusive:

Open a product in your catalog.
Enable the Exclusive Product toggle.
Choose which customers can see and order it.

Controlling what a customer sees — on the customer's Settings tab, set Products Display:

Standard and Exclusive Products — all standard products plus their exclusive ones.
Exclusive Products Only — only the products marked exclusive to them.

Common use cases: custom products built for one customer, special pricing tiers, private-label goods, and contract-specific items.

Customer reports

Availability: Build plan and up.

For analytics across your whole customer base — activity, revenue by customer, and outstanding balances — use the Reports section:

Customer Reports — customer activity and value
Sales Reports — revenue by customer
Transaction Reports — payment history and balances

Best practices

Keep details current — update contact info and addresses as they change.
Set the defaults up front — discount, terms, shipping, and tax-exempt flow onto every order.
Use Notes — document conversations and store certificates so the whole team stays in the loop.
Archive, don't delete — retire quiet accounts with Archive and keep their history intact.
Watch the amber Balance — follow up on customers who owe money.

Next Steps

Creating a Customer — add customers one at a time or in bulk
Contacts — the company-wide contact directory
The Customer Portal — the storefront account experience
Order Payments — how payments, deposits, and refunds work
Users & Roles — set the View Prices and View Customer Financials permissions
Customer Reports — analytics across your customer base

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