Customers list

The Customers page lists every restaurant the supplier is connected to or has invited. Suppliers search it, open a customer, add a new one and start statements from here.

Who uses it

Supplier staff. Restaurants have no equivalent page.

How it works

• Search by customer name, phone, email or Ref ID. The box suggests matches as you type.
• Add New Customer opens the add flow.
• Create Statement builds a statement for one or more customers. On local and dev builds a second button, Create Statement (Legacy), uses the earlier flow.
• ⋮ More options holds View Inactive Customers and, once shown, Hide Inactive Customers. The page title changes to Inactive Customers. See Inactive customers.
• Each row shows the customer's status (invited, connected, recently connected, inactive), its Paid and Outstanding Balance and its terms. Open a row for the customer page.

Calculations

The Paid and Outstanding Balance columns are the earlier figures. On local and dev builds a second pair is computed from current orders by the sales-report rules: a canceled invoice is not counted, a customer with no invoices shows 0, and refunds reduce paid.

Invoice	Settled payment	Paid	Outstanding
Delivered, 4	1	1	3
Delivered, 4	none		4
Customer shows		1	7

Where it shows up

The Customers page only. The same figures feed the Sales report on current orders.

Permissions

Customers: read access to see the list, full access to add. See the Overview.

Specs

customer-payment-v2.feature

# prefix: CPV2
Feature: Customer payment figures from the current orders
Only on local and dev builds, the customers list shows a second Paid and Outstanding Balance pair,
computed from the current orders by the sales-report rules, beside the earlier pair so the two can
be compared. They are not the same figures: paid excludes store credit, pending sums each sold
invoice's positive balance after store credit, and refunds reduce paid instead of being added back.

Background:
Given a supplier linked to a customer

Rule: The v2 figures are the sales-report figures for that customer

    Scenario: CPV2-001 paid and outstanding balance come from the customer's sold invoices
      Given a delivered invoice of 4 with a settled payment of 1 and another delivered invoice of 4 unpaid
      When the supplier lists customers asking for the v2 payment figures
      Then the customer shows paid 1 and outstanding balance 7

    Scenario: CPV2-002 a canceled invoice is not counted
      Given a delivered invoice of 4 and a canceled invoice of 4
      When the supplier lists customers asking for the v2 payment figures
      Then the customer shows outstanding balance 4

    Scenario: CPV2-003 a customer with no invoices shows zero
      Given a customer with no orders
      When the supplier lists customers asking for the v2 payment figures
      Then the customer shows paid 0 and outstanding balance 0

    Scenario: CPV2-004 each customer shows its own figures
      Given two customers, one with a paid invoice and one with two unpaid invoices
      When the supplier lists customers asking for the v2 payment figures
      Then each customer shows only its own paid and outstanding balance

    Scenario: CPV2-005 store credit lowers the outstanding balance but is not paid
      Given a delivered invoice of 4 with a store credit payment of 1
      When the supplier lists customers asking for the v2 payment figures
      Then the customer shows paid 0 and outstanding balance 3

    Scenario: CPV2-008 each customer shows whether its outstanding balance is hidden
      Given one customer whose link hides the outstanding balance and one whose link does not
      When the supplier lists customers asking for the v2 payment figures
      Then the first shows the balance as hidden and the second does not

Rule: Only staff with customer access read the figures, and only for their own customers

    Scenario: CPV2-006 staff without customer access are refused
      Given supplier staff without access to customers and staff with read access
      When each asks for a customer's v2 payment figures
      Then the first is refused and the second sees the figures

    Scenario: CPV2-007 a restaurant gets nothing
      Given a restaurant reading its own business
      When it asks for the v2 payment figures
      Then it receives none

Known limitations

• On production the list shows the earlier Paid and Outstanding Balance figures only. The current-orders pair is a preview on local and dev builds.

FAQ

Why do Paid and Outstanding differ from my Sales report? The list still shows the earlier figures. The current-orders pair follows the sales-report rules; paid excludes store credit.

Where are my inactive customers? Under ⋮ → View Inactive Customers.