Customers & suppliers
Manage the customer and supplier records synced with your ERP.
Customers and suppliers sync in from Infusion automatically - these two screens just let you control which ones are actually visible day-to-day.
Customers
Lists every customer’s Code, Name, and an Is Available checkbox. Search by code or name, and untick any customer you don’t want cluttering search results and pickers throughout the app.
When Start/Stop Times on the Product Description is set to Selected customers only, the list gains a Times on timesheet lines column. Tick it for a customer who wants each timesheet line on their jobs to show its start and stop time. See Start and stop times on the job line.
Suppliers
The same idea, for suppliers - Code, Name, Is Available, searchable by code or name.
Both lists are read-only otherwise - customer and supplier records themselves are managed in Infusion Online and flow through automatically.
Both lists are read-only here too. Customer and supplier records are managed in Infusion Elite on your own server and fetched through the Tradie connector when a screen asks for them, so a record added in Infusion appears once the list is next loaded.
See also
- Create a job - where you pick the customer for a job
- Products & Quick Add - the other list drawn from your ERP
- Infusion data sets - refreshing these lists
- Start and stop times on the job line - what the Times on timesheet lines tick does