Managing Customers

The Customers page is your contact book for everyone you sell to. Add customer details, assign price lists, track order history, and keep everything organized.

How to Get There

Go to Sell > Customers in the sidebar.

Channels vs. Customers

Before adding customers, it helps to understand the difference between Channels and Customers:

• Channels are sales outlets that aren't traditional customers — like a farmers market stall, your retail storefront, or a pop-up shop. Use channels to track sales through these outlets without treating them as full customer accounts.
• Customers are the businesses or individuals you sell to directly. They can have contact info, billing details, and custom pricing.

Both channels and customers appear in the Customers list, but channels have a streamlined view since they don't need all the details a regular customer does.

When to Use Channels

Use a channel when you want to record sales from:

• Farmers markets or craft fairs
• Your retail storefront
• Point-of-sale (POS) systems that aren't integrated
• Pop-up shops or temporary locations
• Any sales outlet where you're capturing aggregate sales rather than individual customer orders

Creating a Channel

1. Click + New Customer.
2. Enter a name for the channel (like "Ballard Farmers Market" or "Retail Storefront").
3. Click Create.

To record sales through a channel:

1. Open the channel from your Customers list.
2. Create a new order.
3. Add the items you sold (for example, at the end of a market day, enter all the products you sold).
4. Mark the order as fulfilled.

Each order represents a batch of sales through that channel — like a Sunday at the farmers market or a week of storefront sales.

Note: If you use Shopify POS, those sales import automatically and you don't need to manually create channel orders.

Parent Customers and Sub-customers

If you sell to customers with multiple locations or divisions, you can organize them using parent customers and sub-customers. This lets you:

• Track orders for each location separately
• See all orders across all locations rolled up to the parent
• Maintain location-specific details while keeping the relationship visible

Example: Multi-Location Customers

Let's say you sell to Whole Foods, which has 30 locations. You can:

1. Create a parent customer called "Whole Foods"
2. Create sub-customers for each location like "Whole Foods Interbay", "Whole Foods Capitol Hill", etc.
3. Link each sub-customer to the parent

When you view the parent customer (Whole Foods), you'll see orders from all sub-customers. When you view a sub-customer (Whole Foods Interbay), you'll see only that location's orders.

Setting Up Parent and Sub-customer Relationships

Step 1: Create the Parent Customer

1. Click + New Customer.
2. Enter the parent name (e.g., "Whole Foods").
3. Fill in any shared details.
4. Click Create.

Step 2: Create Sub-customers

1. Click + New Customer again.
2. Enter the sub-customer name (e.g., "Whole Foods Interbay").
3. Fill in location-specific details like address and contact.
4. Go to the Relationship tab.
5. Under Parent Customer, select the parent you just created.
6. (Optional) Under Channel, you can also associate this sub-customer with a channel for additional grouping (useful for regional sales reps or distribution territories).
7. Click Create.

The sub-customer now appears in the list with the parent name shown underneath.

Viewing Orders Across Parent and Sub-customers

• On the parent customer page: You'll see all orders from the parent and all its sub-customers combined.
• On a sub-customer page: You'll see only that sub-customer's orders, with the parent customer name displayed in the details panel.

This makes it easy to track performance by location while still seeing the big picture for the entire account.

Adding a Customer

One at a Time

1. Click + New Customer.
2. Fill in the details:
   • Customer Name (required)
   • Email — The default recipient for invoices. One address per customer record. You can add more recipients in the To and CC fields when you actually send an invoice.
   • Phone — Contact number
   • Address — Shipping or billing address
   • Any custom fields you've set up
3. Click Create.

Check Create more to keep adding customers without closing the form.

In Bulk

1. Click the bulk add icon (table icon) in the toolbar.
2. A spreadsheet-style form opens where you can paste or type multiple customers at once.

Editing Customer Details

Click on any field in the customer table to edit it directly. Changes save automatically. You can update names, contact info, the Address column, and custom fields anytime.

The Address column is the customer's shipping address. Click an empty address cell to add one, or click an existing address to edit the street, city, state, and ZIP code.

Price Lists

You can assign a price list to a customer, which gives them custom pricing on your catalog items. This is useful for wholesale customers, VIP accounts, or different pricing tiers.

Set the price list in the customer's detail view under the Catalog dropdown. See Price Lists: Setup and Custom Pricing for the full setup workflow.

Default Ship From Location

If your business has more than one location, each customer can have a default Ship From location. New sales orders for that customer pre-fill the ship-from field with this value, so you don't have to set it every time.

To set a customer's default ship-from location:

1. Open the customer's detail panel.
2. Click the Ship From field and pick a location.

Channels can also have a default — the Ship From column on the Channels page lets you set it inline.

If you don't set a customer default, new orders fall back to your entity's default location. The field doesn't appear at all if your business has only one location.

Customer Delivery Addresses

A customer record holds one shipping/billing address. You can edit it from the Address column in the customer table. When you create a packing slip from a sales order, the Ship To address auto-populates from the customer's address field, and your Ship From auto-populates from the location's address (set up in Business Settings and Locations).

Customers with Multiple Delivery Locations

If a customer ships to several distribution centers (think a regional grocery chain with multiple DCs), use parent customers and sub-customers. Create a parent for the brand and a sub-customer for each DC, each with its own address. When you create a sales order, pick the specific sub-customer and the right address flows onto the packing slip.

What Peasy Generates

Peasy currently generates packing slips from sales orders, plus invoices for billing. Peasy does not generate Bills of Lading (BOLs) or pallet labels — if your shipping process needs those, generate them in your shipping or 3PL software using the address details from the Peasy packing slip.

QuickBooks Sync

If you've connected QuickBooks, you can sync your customers:

• Select customers and use the Sync to QuickBooks button
• Keep customer records consistent between both systems
• See Connecting QuickBooks for setup

Making a Customer Inactive

If a customer is no longer active:

1. Select the customer(s) using checkboxes.
2. Use the bulk action to deactivate them.

Inactive customers are hidden from dropdowns but their order history is preserved. You can reactivate them later.

Custom Fields

If you've set up custom fields (in Configure > Custom Fields), they'll appear as additional columns in the customer table. This lets you track business-specific info like account numbers, regions, or credit terms.

Good to Know

• Customer emails are used for sending invoices — make sure they're correct.
• Each customer record holds one email address. When you send an invoice, you can add more recipients in the To and CC fields of the send dialog (separate addresses with commas) and Peasy delivers the invoice to all of them. See Creating an Invoice for the send flow.
• Each customer can have a different price list for custom pricing.
• The customer table shows order counts so you can see your most active accounts at a glance.
• Channels have a simplified detail panel since they don't require full customer information like contact details or billing terms.
• When viewing a parent customer, all orders from sub-customers appear in the order list, making it easy to see total sales across all locations.
• Sub-customers can be linked to both a parent customer and a channel — useful for organizing by region, sales rep, or distribution territory.

Related

• Price Lists — Set up customer-specific pricing
• Creating Sales Orders — Sell to your customers
• Selling Overview — How the Sell section works
• Custom Fields — Add custom data to customers