Buyers

Create and maintain buyer records used by Sales workflows.

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Use Sales → Buyers to maintain buyer records for your sales operations.

What buyers are for

Buyer records help you keep consistent customer details across orders, communications, and reporting.

What you can do

  • Search and filter buyers
  • Create a new buyer
  • Open buyer detail from the linked buyer name or buyer code
  • Edit buyer contact details
  • Mark buyers active or inactive
  • Assign buyers to buyer groups

On narrower layouts, the Buyer column becomes the primary summary cell. When the standalone Status column is hidden, the buyer status badge folds into Buyer. Use the linked buyer name or buyer code to open the detail form.

Typical buyer details

  • Buyer code
  • Buyer name
  • Contact details
  • Address details
  • Notes
  • Active status