Customers
Maintain a simple list of buyers and their contact details.
Filters
Type
Region
Customers
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Customer Details
Summary
Payment & Terms
Quick add customer
Capture essential details for a new buyer. You can fill in more information later.
Customer list
Search, filter, and manage all customers linked to your orders.
Customers
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Suggested workflows
1. Add or import customers
Create new customers manually or import from a CSV file provided by your sales team.
2. Link customers to orders
When creating an order, select the customer so you can track sales history and payment status.
3. Record preferences and notes
Capture preferred crops, grades, packaging, and delivery windows to reduce mistakes and returns.
4. Plan follow‑ups
Filter by inactive or prospect customers and schedule calls before harvest or peak demand.