Adding Customers

Customers represent the businesses or individuals you sell to. Each customer can have multiple contacts, addresses, and custom pricing. Adding a customer record lets you link quotes, orders, and invoices to them.

Creating a Customer

Go to the Customers page and click New Customer. Enter the company name and add at least one contact with a name and email address. You can add billing and shipping addresses as well.

Customer Pricing

If you offer different prices to different customers, you can set customer-specific pricing on any product. When creating a quote for that customer, Ordra will automatically use their custom price instead of the default catalogue price.