Customers
Last updated
Last updated
A customer is an individual or company that purchases from you. If you sell through distributors, the customer may be your distributor or the end customer, depending on your business model.
To see a list of all customers, navigate to the customers page. Here you will see a table with customer names, associated locations, how many assets a customer has on location, and information about owned assets.
Use the search or filter options to refine the customer list.
To view the full details of a customer, click the right arrow ➡️ button in the customer list.
A side window will appear showing the customer details.
This window includes options for the following customer information:
Locations - locations that belong to this customer
Assets on location - a list of assets that are located at this customer's locations
Assets owned - a list of assets that are owned by this customer
Note that assets may be at a customer's location even if they are not owned by that customer. This is usually the case for hardware-as-a-service business models.
Also note that assets may be owned by a customer even if they are not at a location owned by that customer. This is usually the case for assets that have been returned for service/repair.
Customer details also include a full audit log of the changes made to the customer over time.
To create an individual customer, click the "Add customer" button and a window will appear. Enter the customer's name and click "Add."
Name is the only field required to create a new customer.
To import customers in bulk, configure an integration with a CRM or ERP, or to set up API access, please contact support.
To edit a customer, click the pencil icon ✏️ in the customer details window.
A small window will appear to edit the customer's name.
Archiving objects hides the object from the list view and dropdown menus. The object can still be viewed in the list by selecting the "Archived" option. Archived objects still appear in dropdown menus when searched by name.
To archive a customer that is not yet archived, click the archive icon 👁️🗨️ in the customer details window.
A small badge will appear on the customer indicating Archived.
The customer will now be visible in the customer list only when "Archived" is selected.
To unarchive a customer that is already archived, edit the customer and select the unarchive icon 👁️🗨️ in the customer details window.
