Buyers

Create and maintain buyer records used by Sales workflows.

Last updated:

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
  • Delete buyers that have no linked records

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. Use Select on smaller screens to choose buyers for bulk deletion.

Typical buyer details

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

Buyer detail form

The buyer detail form keeps customer contact and address data in one place:

  • Buyer code: the short identifier used in lists and order lookups.
  • Buyer name: the display name used across Sales and Inbox.
  • Buyer group: optional segmentation for reporting and filtering.
  • Contact name, Email, Phone, and Mobile: operational contact fields for the buyer.
  • Address lines, Town / city, County / state, and Postcode: default address details where they are useful for manual orders or review.
  • Notes: internal operational notes for your team.

Use Manage buyer groups from the form when the buyer needs a group that does not yet exist.

Deleting buyers

Use Bulk actions → Delete selected on the Buyers list, or Delete buyer on the buyer detail form, to remove buyer records that are safe to delete.

ChannelWeave only allows a buyer to be deleted when it has no linked sales orders and no channel matching links. Buyers with related records stay locked so historic orders and channel-matched buyer identities remain intact.

Active and inactive buyers

Inactive buyers stay available on historic orders, but should not be treated as normal active contacts for new manual work. Use inactive status when you need to keep the record for history while preventing it being used by accident.