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Sales Manager

Add/Edit Customer

Add or edit customers

You can add a new Customer, update an existing one, or archive a Customer when they are no longer active. Customers cannot be permanently deleted from the system. This ensures that important historical data, such as previous invoices, hire contracts, and other records, remains available for reference and reporting even after the Customer is no longer current.

Add New Customer

  1. Go to Sales Manager in the Left hand navigation Sidebar

  2. Click New in the top right corner

  3. Add the Customer Name

  4. Edit the text and background colours (optional)

  5. Click Save

Edit an Existing Customer

1. Edit Customer Name

  1. Click on the Customer to edit

  2. Click on the Edit button next to their name

  3. Change name and press enter (or simply click away to save automatically)

1. Edit Customer Theme Colours

  1. Click on the three dots in the top right corner in the Customer View Page

  2. Click on Edit Customer Theme

  3. Choose Text Colour and Background Colour

  4. Click Submit

You can edit an existing Customer to update their details whenever needed. Any changes made to a Customer record will be reflected across past, current, and future contracts and Hire Contracts linked to that Customer. For this reason, Customer details should be updated with care, and changes to the Customer name in particular should be made cautiously, as they may affect historical records and documents.

Archive/Unarchive an Existing Customer

1. Archive Customer

  1. Find the Customer you want to archive

  2. Click on the three dots in the top right corner of the Customer Sticker

  3. Click Archive Customer

  4. Click Archive Customer in the confirmation Pop Up

2. Unarchive Customer

  1. Click on the Archived button in the top right corner of the Sales manager view

  2. Find the Customer you want to unarchive

  3. Click on the three dots in the top right corner of the Customer Sticker

  4. Click Unarchive Customer

  5. Click Back to All

You can archive a Customer when they are no longer active. Archiving is a soft delete, which means the Customer is removed from active use but is not permanently deleted from the system. This keeps all historical data intact, including invoices, contracts, and Hire Contracts. Archived Customers can be made active again at any time by unarchiving them.