Customer page
One customer on one screen: who they are, what they owe, their loyalty and store credit, and their orders.
Who uses it
Supplier staff. Read access shows it; full access changes it.
How it works
Header. The customer's name and Ref ID, its Terms, its catalog and the actions: Create Order, Chat with Customer, Call Customer, View Payment History, Issue Store Credit, Add Payment, Edit Info. The ⋮ menu holds View Statements, View Documents, Edit Information and Mark as Inactive. An invited customer shows Resend Invitation instead. Changing the catalog asks you to confirm.
Cards. Loyalty and store credit, the payment card (net sales, payments received, store credits, refunds and outstanding balance), and Preset notes, short notes that prefill new orders.
Orders. The customer's orders under the status tabs (All Orders, Pending, Packing, Ready for Delivery, Delivered, Canceled). An invoiced order has an Invoice button.
Calculations
On the current-orders view the payment card is computed from the customer's sold invoices for the invoice days picked. See Money & rounding.
Where it shows up
The customer page, reached from the Customers list, an order or an invoice.
Permissions
| Action | Needs |
|---|---|
| Open the page | Customers: read or full access |
| See the orders table | Orders: read or full access |
| Edit, mark inactive, issue credit | Full access to that resource |
Decisions
- The earlier order records stay the default on production until the current-orders view is cleared for release.
Specs
# prefix: CDV2
Feature: Customer page orders from the current orders
Only on local and dev builds, the customer page has a Legacy / v2 toggle above the orders table. v2
swaps the orders table and the payment card to read the customer's current orders, so the two can be
compared on one customer. On every other build the page shows the earlier order records only. The
choice lives in the URL, so Back from a v2 order returns to v2. v2 has no Clipp promo yet, so the
card's promotion lines stay empty.
Background:
Given a supplier viewing a customer's page
Rule: The toggle only exists where the v2 preview is on
Scenario: CDV2-001 the toggle starts on legacy
When the page opens on a dev or local build
Then the legacy orders table and payment card show and the toggle reads Legacy
And a build with the preview off has no toggle
Rule: v2 reads the customer's orders
Scenario: CDV2-002 the orders table lists the customer's current orders
When the supplier switches to v2
Then the table lists only that customer's orders, the status tabs narrow it, and an invoiced order has an Invoice button
Scenario: CDV2-003 the payment card shows v2 figures for the picked invoice days
When the supplier switches to v2
Then the card shows net sales, payment received, store credits, refunds and outstanding balance from the customer's sold invoices
Known limitations
- On production the orders table and payment card read the earlier order records. An order placed through the current Orders page is not in the table and its payments are not in the card.
- On local and dev builds a Legacy / v2 toggle appears above the table; the choice lives in the URL so Back from an order returns to the same view. v2 has no Clipp promo yet, so the card's promotion lines stay empty.
FAQ
My customer's latest order is missing here. Use Orders and search the customer's name.
The balance here is different from the invoice list. The card reads earlier records on production. The invoice list reads current invoices.