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


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

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