Customers

It is how VAT applies to what you sell them: domestic, EU reverse charge, export or exempt. It sits under Legal details on the customer's Overview, next to their VAT number, and every invoice takes its rate and wording from it.

QUOMODA suggests one from your country, theirs and their VAT number. Same country: domestic. Another EU country with a VAT number: reverse charge. Another EU country without one: domestic, because you charge your VAT until they give you a number. Outside the EU: export. A suggestion is never applied by itself; click it to use it. Export and reverse charge are both 0 %, but they are different lines on your VAT return.

For customers you already have, the Customers page shows how many have no treatment. Review and set lists them all with the suggestion picked, so you can check and save them in one go.

1. 1On the Customers page click Add customer and fill in their company, billing address and price list.
2. 2Open the record and add the people on its Contacts tab — invites go to contacts with an email address.
3. 3Click Send linesheet in the record header, pick a linesheet, tick who it goes to, and send.
4. 4They sign up free against the link and are linked to your brand, with portal access.

Click any row on the Customers page and the whole account opens in a panel beside the list, in tabs. Nothing navigates away, and the row you opened stays marked so you keep your place in the list.

1. 1Overview — ordered value by season, average order, top styles, price list and payment terms, VAT / EORI, billing and delivery addresses, and the latest orders.
2. 2Contacts — the people at the account, and which documents each of them receives.
3. 3Orders — everything they've ordered, filtered by All / Open / Invoiced, plus any linesheet cart they still have open.
4. 4Doors — their delivery addresses.
5. 5Documents — the files you've uploaded against the account.

Contacts, doors and custom fields are edited in place: click a field, type, and it saves when you leave it — there is no edit mode to enter and no Save button to find. The account's own details (name, type, website, billing address, price list, payment terms and legal numbers) are still a form, under ⋯ → Edit account.

A door is one delivery address — a shop, a warehouse, a concession. The billing address sits on the account; doors only say where the goods go. Add them on the customer's Doors tab: the starred one is the default, and each door's header shows how many orders have shipped there.

1. 1Ship-to name and delivery address — the ship-to block printed on delivery notes and pick lists.
2. 2Contact at door, phone, contact email — who your warehouse or the carrier calls, which is rarely the buyer.
3. 3GLN / EDI code — how an EDI partner identifies this exact delivery point. A department store with twelve doors has twelve GLNs; put this door's here and their system can match your delivery to the right goods-in.
4. 4VAT if different — only when this door invoices under its own VAT number instead of the account's.
5. 5Carrier and carrier account — the shipper this door insists on, and the account number freight is billed to.
6. 6Delivery window (from / to, typed as YYYY-MM-DD) — the dates the door will accept goods, so a delivery isn't turned away at the dock.
7. 7Delivery instructions — the practical note: goods-in at the rear, weekdays before 12:00, book a slot first.

The contacts you say should. Every contact has a Receives row on the customer's Contacts tab — chips for Order confirmations, Linesheets, Shipping notices, Invoices and Credit notes. Click a chip to switch it on or off; that list is what decides who a generated document is addressed and emailed to by default.

It is per person, so the buyer can get linesheets and order confirmations while the accounts inbox gets invoices and credit notes only.

The Portal access field on a contact is read-only: it reports the linesheet invites already sent to that address — invited and active, invited and pending, or expired.

Yes. A Custom fields card sits on the customer's Overview tab, and each contact has its own block. Click Add field, name it, fill in the value — buying group, sales rep, packing notes, contact hours, EDI sender ID, whatever the standard fields don't cover.

Next to each field name is a small dot. Click it to mark that field as printing on documents — meaning your order confirmations, delivery notes and invoices, as the legend under the Contacts and Doors tabs spells out.

On the Customers list, alongside your accounts, marked Guest. A checkout through a public linesheet does not create an account, and those buyers used to be missing from the list entirely — you could sell to the same person repeatedly and never see them on the page whose job is to show you who buys from you.

Guests are grouped by email, falling back to name and then company, so somebody who has ordered three times is one row with three orders and their full lifetime value — not three rows.

If a guest's email, name or company matches an existing account, their orders fold into that account instead of making a separate row. That has always been true of the figures; it is now visible.

Click a guest to open their panel: what they typed at checkout (name, company, email, and any other name they ordered under), their lifetime value and every order they placed. There is no record behind it yet, so nothing there is editable. That is where a guest stops being a guest, in one of two ways:

1. 1Create customer opens the new-customer form filled in from their checkout (the company if they gave one, otherwise their name, plus their email). Set the type, price list and terms, then Create and move — every order moves to the new customer and the person who checked out becomes its main contact.
2. 2Merge into a customer is for a guest who is really a customer you already have (someone at the shop ordering without signing in). Pick the customer; likely matches come first — same company email domain, or a shared word in the name. Every order moves there, and you can add the person as a contact on it in the same step.

The summary line counts them separately — "10 accounts · 3 guests" — because a guest is a buyer, not an account. Lifetime value does include them: their money is as real as anyone's.

If a buyer requests access to your collections (e.g. from a public linesheet), it shows up as a pending access request — you'll see it flagged on your Dashboard. Most of the time you simply add the customer and send them an invite directly.

Each customer's access is controlled at the brand level. Approved customers can view assigned linesheets, place orders, and access the customer portal.

No. Customers only see products included in linesheets shared with them. You control visibility through linesheet assignments.