Customers — manage your customer records
Customer records hold the company name, billing address and contact details used across all quotes, sales orders, invoices, credit notes and returns.
Section 01
What are Customers?
1 minute
Customers live under Commerce › Sales › Customers. Every sales document in Brytebuild — quotes, sales orders, invoices, credit notes and returns — is linked to a customer record. Creating a customer first ensures the correct billing address, contact details and payment terms are applied to every transaction automatically.
- 4 customers on record — Betty, Customer 1, Facto Ltd and Zam Zam
- Each customer can have a primary contact (phone, email, fax) and multiple additional contacts for specific roles (Procurement Manager, Finance Director, etc.)
- Customer records store the billing address — used on every invoice and credit note automatically
- You can also create customers inline from the Sales Orders and Quotes forms using the "+ Add New Customer" link
Section 02
Customers list
1 minute
The Customers list shows all customer records. Click View Details to open a customer, or + Add Customer to create a new one.
| Name ↕ | Contact ↕ | Country ↕ | City ↕ | Postal Code ↕ | Action |
|---|---|---|---|---|---|
| Betty | abc@hotmail.com 123456789 | United Kingdom | London | SE12 0RQ | View Details |
| Customer 1 | 123456789 | UK | London | 1234 | View Details |
| Facto Ltd | 123456789 | United Kingdom | London | SE18 3DG | View Details |
| Zam Zam | 123456789 | Germany | hanau | 63450 | View Details |
| Column | What it shows |
|---|---|
| Name | The customer's company name — e.g. Betty, Facto Ltd, Zam Zam. |
| Contact | Primary email and/or phone — e.g. abc@hotmail.com / 123456 for Betty. Only the first email and phone stored on the record are shown here. |
| Country | Customer country — e.g. United Kingdom or Germany (Zam Zam). |
| City | Customer city — e.g. London or hanau (Zam Zam). |
| Postal Code | Billing postcode — e.g. SE12 0RQ (Betty), SE18 3DG (Facto Ltd), 63450 (Zam Zam). |
| View Details | Opens the Customer Details page showing the full customer record, details and contacts table. |
Section 03
Add or edit a customer
2 minutes
Click + Add Customer from the list, or Edit Customer from the detail page. Both open the same four-section form. The Edit form is pre-populated with existing values — all fields are editable.
SALES › CUSTOMERS › NEW
Add New Customer
Fill in the company details, contact info and address. You can add individual contact people below.
Customer Identity
The company's legal name, website and VAT registration
Contact Details
Primary phone, email and fax for this customer
Address
Registered or primary billing address
Additional Contacts
Individual people at this customer — useful for specific roles
Use + Add Contact Person to add multiple individual contacts — e.g. a Procurement Manager for orders and a Finance Director for invoices. Each contact can have their own phone and email. These appear in the Contacts table on the Customer Details page.
Section 04
Field reference
2 minutes
| Section | Field | Required | What to enter |
|---|---|---|---|
| Customer Identity | Customer Name | Yes | Legal company name used on all documents — e.g. Daum Ltd, Betty, Facto Ltd. |
| Website | No | Company website — e.g. https://example.com. Shown on the customer detail page. | |
| VAT Number | No | VAT registration number — e.g. GB123456789. Required for VAT-registered customers in jurisdictions where it must appear on invoices. | |
| Contact Details | Phone Number | No | Primary switchboard or direct number. |
| No | Primary accounts or general email — e.g. abc@hotmail.com. Used for sending invoices and statements. | ||
| Fax | No | Fax number if required. Optional — leave blank if not applicable. | |
| Address | Door / Unit No. | No | Building number or unit — e.g. 115 (Betty's address is 115, Burnt Ash Road). |
| Street Name | No | Street — e.g. Burnt Ash Road. Combined with Door No. to form the first line of the billing address. | |
| City | No | City — e.g. London or hanau (Zam Zam). | |
| State / County | No | State or county — relevant for US, Australian or EU customers. Leave blank for most UK addresses. | |
| Post Code | No | Postcode — e.g. SE12 0RQ (Betty), SE18 3DG (Facto Ltd), 63450 (Zam Zam). | |
| Country | No | Country — e.g. United Kingdom or Germany. Appears on all invoices and credit notes for this customer. | |
| Additional Contacts | Name * | Yes (per contact) | Full name of the individual contact person — used in the Contacts table on the detail page. |
| Job Role | No | The person's role — e.g. Procurement Manager, Finance Director, Accounts Payable. | |
| Phone Number | No | Direct number for this contact — separate from the company primary phone. | |
| No | Direct email for this contact — can be used to route invoices to the Finance Director specifically. |
Section 05
Customer detail page
2 minutes
Clicking View Details opens the Customer Details page. It shows the customer's full record on a General tab: a navy header card with the name and phone, a Details section with address, website and phone, and a Contacts table listing all additional contact people.
Customer Details
Customer
Betty
Phone
123456
Details
Contacts
0 contacts| Name ↕ | Job Role ↕ | Phone Number ↕ | Email ↕ |
|---|---|---|---|
| No contact people added yet. | |||
| Element | What it shows |
|---|---|
| Header card | Customer name in large text — Betty — and primary phone top-right: 123456. |
| General tab | The current (only) tab. Future tabs may be added as the platform grows. |
| Address | Full billing address — London, United Kingdom. Pulled from the Address section of the customer form. |
| Website | — (blank) for Betty. When set it appears as a clickable link — e.g. https://example.com. |
| Phone | 123456 — the primary company phone. Matches what was entered in Contact Details. |
| Contacts section | Table of additional contact people added in the form's Additional Contacts section. Betty has 0 contacts — the table is empty. Once contacts are added, each shows Name, Job Role, Phone Number and Email. |
| Delete Customer | Permanently deletes the customer record. Use with caution — any sales documents linked to this customer will lose their customer reference. |
| Edit Customer | Opens the same form as Add Customer, pre-populated with this customer's values. All fields are editable. |
There is no undo for Delete Customer. If the customer has linked sales orders, invoices or returns, deleting them will orphan those records. Archive or rename a customer rather than deleting if they are referenced by existing documents.