Add a customer
Most customers arrive on their own, created when an order comes in from a connected store. You add one by hand for a buyer who did not — a phone order, a trade customer set up before their first order, a walk-in.
Create a customer account
An account is the business you trade with — the commercial relationship the individual buyers sit under.
Link a customer to an account
Linking a customer to a customer account makes them a trade buyer acting for that business.
Create a customer group
A group labels a set of customers so you can see them together.
Set an account's invoicing strategy
This decides how a business is invoiced: one document per order, or one covering a day.
Anonymise a customer
Anonymising blanks a customer's personal data — name, email, phone and addresses — and marks the record as anonymised.