Customers overview

Goal

Understand what a customer is in BlueMatrix and how the customer hub fits sales, AR, and related work.

Who it is for

Sales / AR clerks and managers with party.view. Profile balances need customer_profile.view. Hub actions use party.update, party.delete, party.link, party.erase, or consent.manage as labeled below.

How customers fit the cycle

1. Create a customer party (person or organization) from Customers → New customer.
2. Optionally mark Also a supplier so the same party appears under Suppliers.
3. Use the party on sales quotes / orders / invoices, receipts, CRM, POS, portals, and other entitled modules.
4. Open the customer hub (row click) for identity, AR KPIs, roles, global identity link, consents, and module tabs (Sales, Statement, CRM, …).
5. Archive (soft) when the customer should leave active lists; do not hard-delete. GDPR erase is a separate privileged action.

Open the screen

Directory → Customers (party.view). Create: party.create. Edit details: party.update.

Related

• Find customers
• Create a customer
• Edit a customer
• Parties setup
• Sales invoices