Customer info (supplier's view)
What a supplier knows about each customer (restaurant): its name, addresses, EIN, phone, email and the people to contact. Some of it belongs to the supplier alone: the contacts list, the Customer Ref ID, payment terms, sales rep, catalog, loyalty tier and preset notes. The rest (name, addresses, EIN, business phone and email) is the restaurant's own record, the same one every supplier sees. Each order takes a snapshot of the customer's details, so an invoice already issued never changes.
The scenarios in this folder (prefixes DD…, written in March 2026) describe a planned model called dual-data, where each supplier keeps a private copy of the customer's name, addresses and EIN that overrides the restaurant's own. That part isn't built. Today the "Edit Customer Form" changes the restaurant's own record, for every supplier. These pages describe what the app does now, and each page lists which scenarios it doesn't match. See What's private and what's shared.
Who uses it
- Supplier staff add and invite customers, edit their details and contacts, and read them on orders, invoices and reports.
- Restaurants keep their own business details in the restaurant app, and see them on their orders and invoices.
- Clipp support changes a restaurant's login email or phone, which neither side can.
What's private and what's shared
| Information | Belongs to | Who sees it | Edited by |
|---|---|---|---|
| Contacts: primary contact and up to 5 additional contacts | This supplier only | This supplier | This supplier ("Contact Information" card) |
| Customer Ref ID, payment terms, sales rep, catalog, loyalty tier, preset notes, Mark as Inactive | This supplier only | This supplier | This supplier |
| Business Name, shipping address, billing address, EIN | The restaurant (shared) | Every supplier the restaurant buys from, and the restaurant | The restaurant in its app, and any connected supplier in "Edit Customer Form" |
| Business phone and email | The restaurant (shared) | Every supplier | Changed with the primary contact while the customer is new and not yet connected |
| EIN or Tax ID document | The restaurant (shared) | Every supplier | Any connected supplier can upload, replace or delete it |
| Login email and phone of the restaurant's users | The restaurant's users | Clipp support only | |
| A snapshot of the above on an invoiced order | That order | The supplier and the restaurant on that invoice | Nobody. It's frozen |
A customer's details at a glance
- Add or invite. The supplier adds a customer from Customers, matching an existing restaurant by phone or email, or creating a new one. See Inviting & connecting.
- Edit. The supplier keeps contacts up to date and corrects the business details. See Business details and Contacts.
- Order. The customer's details are frozen onto the order as a snapshot when it's created. Orders, invoices and their search show that snapshot.
- Invoice. The invoice prints the order's snapshot. See Order snapshot.
- Everywhere else (the customers list, chat, catalogs, reports, notifications) shows the restaurant's current name. See Names across the app.
Example
Kulu Desserts signed up as "Kulu Desserts Lower East Side" at 456 Grand Street. Supplier A delivers to its central kitchen and calls it "Kulu Lower Manhattan".
| Supplier A does | Today, in the app | What the dual-data specs describe |
|---|---|---|
| Edits the Business Name to "Kulu Lower Manhattan" | The restaurant's own name changes. Supplier B and the restaurant's app now also show "Kulu Lower Manhattan" | Only Supplier A sees it. Supplier B and the restaurant keep "Kulu Desserts Lower East Side" |
| Adds "Mandy" as primary contact | Only Supplier A sees Mandy | Same |
| Changes the shipping address to 123 Wall Street | The restaurant's own address changes, for everyone | Only Supplier A's orders use it |
| Invoices an order, then changes the name again | The issued invoice keeps the name from its snapshot | Same |
In this section
| Page | Answers |
|---|---|
| Business details | Editing the name, addresses, EIN and the EIN document, and who else it affects |
| Contacts | The primary and additional contacts, and what changing them does to an invitation |
| Inviting & connecting | Adding a customer, matching an existing restaurant, resending, "Recently Connected" |
| Order snapshot | When a customer's details are frozen onto an order, and what reads them |
| Names across the app | Which name and contact each screen, PDF, email, text and push uses |
Where it shows up
Customers list · Customer detail (header, Contact Information card, Edit Info) · Edit Customer Form · Invite customer form · New order dialog · Orders and order detail · Invoices, invoice preview and invoice PDF · Deliveries · Catalogs · Chat · Sales report · Bookkeeping · Emails, texts and push notifications.
Permissions
| Action | Who (app role names) |
|---|---|
| See customers | Admin, Clerk (full access); Driver, Warehouse, Sales Person (read only) |
| Edit Info, add contacts, Mark as Inactive | Roles with full customer access: Admin and Clerk by default (the edit page itself also opens for read-only roles; see Business details) |
| Invite a customer, resend an invitation | Supplier staff (verify: not role-checked) |
Decisions
- Contacts are private to each supplier. A supplier's "who do I call at Kulu" is their own business. (#1948)
- Invoices print a snapshot of the customer's details. A later edit can't change an invoice already issued. (#1977, #1978)
- Updates apply to future orders only. The primary contact tooltip says so. (#2015)
- A supplier's own name, address and EIN for a customer (full dual-data) is a later phase. The specs were written first. (#1858)
Specs
Each feature page embeds its own specs. The specs in this folder, by page:
| Page | Spec files |
|---|---|
| Business details | edit-business-info, ein-tax-id-documents |
| Contacts | edit-restaurant-contacts, business-without-contact |
| Inviting & connecting | inviting-restaurant, resend-invitation, newly-connected-customer, restaurant-onboarding |
| Order snapshot | snapshot-lifecycle, multi-supplier-orders, orders, invoices, invoice-list-and-preview, delivery |
| Names across the app | customers, new-order-dialog, catalogs, chat, sales-report-and-accounting, email-notifications, sms-notifications, push-notifications |