Customer records

Open Orders → Customers. The system calls a direct customer A and the buyers associated with that customer B.

Add a customer and buyers

1. Create customer A with a nickname, and optionally a phone number, WeChat, and notes.
2. Open buyer management for that customer and add one or more buyers B.
3. A buyer nickname must be unique under its customer. Different customers may have buyers with the same nickname.

Leading and trailing spaces are ignored when checking nicknames. Disabling a customer or buyer does not remove it from historical orders, and the nickname remains reserved. Re-enable the existing record if it should be used again.

Create a record while entering an order

An existing customer record is not required to enter an order. Customer service can type a nickname directly; the system creates the customer record after the order is saved. Customer records help select customer, buyer, and contact details, while orders retain their own text snapshots.

Customer record viewing, creation, and editing require the corresponding role permissions. Order entry may still be available when the customer menu is hidden.