The Customers screen is used to find customer records, open customer details, add customers, and run customer bulk upload workflows.
What this screen is for
Use Customers when you need to search for a customer, review customer defaults, open the full customer detail record, or create a new customer before starting customer-facing work.
Customer records feed Sales workflows such as Create Order, Open Orders, Invoicing, and Payments. Keep customer defaults accurate before creating orders, because payment terms, shipping method, carrier account, addresses, tax information, and contact details can affect downstream work.
Screen path
Dashboard > Sales > Customers
Who can use bulk upload
The Customers screen is available from the Sales dashboard for users with Sales access.
The bulk upload buttons on this screen appear only for admin and executive users:
Bulk Upload CustomersBulk Upload AddressesBulk Upload Contacts
If you do not see those buttons, use the normal add/edit workflows or ask an admin or executive to review the upload.
Key areas
Search and filters
The top of the screen includes:
| Control | What it does |
|---|---|
Search customers... |
Searches customer code, customer name, email, main phone, and website. |
All Sort Codes |
Filters by customer type or sort code. |
Sort by Code |
Sorts the list by customer code. |
Sort by Name |
Sorts the list by customer name. |
Sort by Credit Limit |
Sorts the list by credit limit. |
Ascending / Descending |
Changes sort direction. |
PAX loads customers in pages of 100 and loads more as you scroll.
Customer list
The main table lists customer records.
| Column | What it shows |
|---|---|
Code |
Unique customer code. |
Name |
Customer company name. |
Customer Type |
Customer sort code. |
Payment Terms |
Default payment terms code. |
Shipping Method |
Default shipping method. |
Credit Limit |
Customer credit limit. |
Phone |
Main phone number. |
Email |
Main email address. |
Website |
Website link, when one is saved. |
Select a customer row to open Customer Detail.
Action buttons
| Button | What it opens |
|---|---|
Add Customer |
Opens the manual add customer form. |
Bulk Upload Customers |
Opens the customer CSV upload workflow. |
Bulk Upload Addresses |
Opens the customer address CSV upload workflow. |
Bulk Upload Contacts |
Opens the customer contact CSV upload workflow. |
Bulk upload buttons are only shown to admin and executive users.
Main actions
- Search for a customer by code, name, email, phone, or website.
- Filter customers by sort code.
- Sort by customer code, customer name, or credit limit.
- Open a customer row to review or edit the customer detail record.
- Select
Add Customerto create one customer manually. - Select a bulk upload button to validate and import customer, address, or contact CSV data.
Important fields
| Field | Why it matters |
|---|---|
Customer Code |
Unique identifier used by orders, invoices, payments, addresses, contacts, and reports. |
Customer Type |
Sort code used for grouping and filtering customers. |
Payment Terms |
Default terms used when creating new Sales Orders and invoices. |
Shipping Method |
Default shipping method used when creating new Sales Orders. |
Credit Limit |
Customer-level credit reference shown in customer workflows. |
Email |
Main customer email. Invoice email workflows may also use customer email data. |
Website |
Opens as an external website link. |
What happens behind the scenes
Opening Customers loads the customer list and sort-code filter data. Searching, filtering, sorting, and scrolling only change what is displayed. They do not update customer records, orders, invoices, payments, or accounting.
Opening Add Customer, customer detail, or a bulk upload workflow also loads reference data such as users, payment terms, shipping methods, and sort codes.
Bulk uploads always run through a validation step before import. PAX shows skipped rows, cleaned fields, and a preview before the user can confirm import.
Troubleshooting
I cannot find a customer
Likely cause: The search term does not match customer code, name, email, main phone, or website, or a sort-code filter is active.
Safe fix: Clear the search box and set the sort-code filter back to All Sort Codes. Search by exact customer code when possible.
Contact support if: A known customer cannot be found by exact customer code.
Add Customer or customer detail takes time to open
Likely cause: PAX is loading customer reference data such as users, payment terms, shipping methods, and sort codes.
Safe fix: Wait for loading to finish. Do not repeatedly click the button.
Contact support if: The screen shows Failed to load customer reference data.
I do not see the bulk upload buttons
Likely cause: Bulk upload buttons are shown only to admin and executive users in the Sales Customers screen.
Safe fix: Use the manual add/edit workflows, or ask an admin or executive to perform the upload.
Contact support if: You are an admin or executive and the buttons are missing after signing out and back in.