The Customer module stores all customer information and provides quick access to critical data, including shipping and sales order history.

Quickly setup new customers by entering information on one screen or simply copy an existing customer record.


  • Add multiple ShipTo addresses
  • Add multiple contact information, including name, email and phone
  • Enter notes and set reminders for each customer
  • Custom filters and searches
  • Set custom pricing by customer or customer type
  • Mail and email merge capabilities
  • Multiple word search of all records
  • Easily export selected data to Microsoft Excel