Contacts

Suppliers, customers, warehouses, and sales reps.

Suppliers

• Create & edit a supplier — add a supplier and manage its contacts, purchasing defaults, automation, and warehouses.
• Track supplier inventory — the supplier's own stock alongside yours, with import and export.
• Track a supplier's payables — invoices, payments, credits, deposits, and the vendor statement.
• Merge duplicate suppliers — combine two records without losing history.
• Import suppliers from a spreadsheet — create or update many suppliers at once, including setting tax rate and currency in bulk.
• Export suppliers — pull your suppliers out as a re-importable spreadsheet.
• Importable supplier columns reference — every column the importer accepts and its validation.
• The suppliers list: columns, filters & inline edit — which columns you can show, filter, and edit.
• Supplier detail page reference — every tab on the supplier detail page.

Customers

• Create & edit a customer — details, defaults, addresses, house accounts, and the store credit wallet.
• Import customers from a spreadsheet — bulk-create or update, with ID/email matching.
• Export customers — the full customer book as a re-importable CSV.
• Importable customer columns reference — every column the importer accepts.
• The customers list — columns, filters & bulk actions

Warehouses

• Create & edit a warehouse — Direct and 3PL warehouses, routing and dispatch automation.
• Manage warehouse locations — bins, zones, barcodes, and bulk layout tools.
• Set a warehouse's initial inventory — load opening stock from a CSV.
• Monitor a warehouse's inbound — incoming purchase orders and partner turnaround.
• Warehouse detail page reference — every tab, mapped.

Sales Reps

• Manage sales reps — add reps, link user accounts, and credit orders.