Customers

The Customers table contains all the customers passing orders to your business.

Key Fields

Field

Type

Description

name

non-empty string

Unique name of the customer.

description

string

Free format description.

owner

location name

Hierachical parent of the location.

Customer hierarchy

Hint

Setting up a good customer hierarchy is important if you are interested in the demand forecasting functionality. Otherwise, you can skip modeling a customer hierarchy.

Using the owner field the customers can be organized in a hierarhical tree structure. This allows, among other, reviewing the forecast at different levels in the Forecast editor.

Here is an example to model a tree structure with different customer priorities:

Example customer hierarchy

Name

Owner

All customers

Key accounts

All customers

John & co

Key accounts

Bill & co

Key accounts

Other accounts

All customers

Donald & co

Other accounts

Advanced topics