# Customer Management

<code class="expression">space.vars.productName</code> lets you search, view, and create customer records directly from within the app — without needing to go into NetSuite. This is useful when you are at the register and a customer is not in the system, or when you need to look up account history mid-transaction.

> **Note:** Customer search and Create Customer are out-of-the-box features available by default. The full Customer View (with order history, open invoices, and account detail) is also standard but may be configured per role. If you don't see these options, ask your Client Admin to check your workflow setup.

***

## Finding a Customer

You can search for a customer from two places:

* **Inside Place Order** — use the customer selector at the top of the order form
* **Customers List** — a dedicated search screen accessible from your sidebar

### Searching in Customers List

1. Go to **Customers List** from your sidebar.
2. Type in the search box — you can search by:
   * First or last name
   * Company name
   * Email address
   * Phone number
3. Results appear as you type.
4. Click a customer to open their **Customer View**.

***

## Customer View

The Customer View shows you everything about a single customer account:

| Section                | What You See                                      |
| ---------------------- | ------------------------------------------------- |
| **Contact Details**    | Name, email, phone, company                       |
| **Delivery Addresses** | All saved shipping addresses on the account       |
| **Order History**      | Past and pending orders placed under this account |
| **Open Invoices**      | Outstanding invoices and their due dates          |
| **Price Level**        | The pricing tier assigned to this account         |
| **Notes**              | Any internal notes added by your team             |

From Customer View you can:

* Place a new order on behalf of the customer
* Collect payment on an open invoice (links to Pay Invoice)
* Review purchase history before a conversation

***

## Creating a New Customer

If a customer is not in the system, you can add them on the spot.

### From the Sidebar

1. Go to **Create Customer** in your sidebar.
2. Fill in the required fields:
   * **First Name / Last Name** (or **Company Name** for business accounts)
   * **Email address**
   * **Phone number** (optional but recommended)
   * **Address** — add at least one delivery address
3. Click **Save**.

### From Inside Place Order

If you are mid-transaction and realise the customer is new:

1. In the customer search field in Place Order, look for a **Create New Customer** link or button (usually appears when no results are found)
2. Fill in the details and save
3. The new customer is immediately attached to the current order

> **Note:** New customer records created in the app are full NetSuite records. Your admin may need to assign a price level or catalog restriction before the customer can access their own self-service portal. Creating the record here does not automatically give the customer portal access.

***

## Editing a Customer Record

Basic edits (contact details, adding an address) can be done from Customer View:

1. Open the customer in **Customer View**
2. Click **Edit** on the relevant section
3. Make your changes and save

For changes to a customer's price level, assigned catalog, or portal access — these are managed by a Client Admin or NetSuite Admin and cannot be changed here.

***

## Tips

* **Search by email** when a name is common or the spelling is uncertain — email is unique per account
* **Check for duplicates** before creating a new record — search by phone or email first to avoid creating a second record for an existing customer
* If you create a customer by mistake, ask your manager — records should be merged or corrected in NetSuite, not deleted from the app

***

## Related Pages

* [Your First Sale](/end-user-guide/pos-overview/your-first-sale.md)
* [Pay Invoice](/end-user-guide/pos-overview/pay-invoice.md)
* [Sales Rep Guide](/end-user-guide/overview/sales-rep-guide.md)
* [Store Manager Guide](/end-user-guide/overview/store-manager-guide.md)


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