This chapter covers the Customers page — your list of customer accounts, the organizations you quote to and respond to tenders for. Open it from Customers > Customers in the left navigation. A customer you add here can be used in both products.
Each customer carries a name, a region (UK, US or UAE), a contact, a bill-to address, an optional ship-to address, and internal notes. Vertibid gives each one a reference such as CUST-2026-0009.
In this chapter
A4.1 The Customers list — the columns, searching, and where a customer record came from.
A4.2 Adding a customer — the New customer form, field by field.
Where customers are used
|
Product |
Use |
|---|---|
|
Tender |
The customer a tender is for, chosen when you upload the tender. |
|
Quotes |
The customer a quote is addressed to. The bill-to address prints on the quotation, and the ship-to address where it differs. |
A customer can also be added on the spot while starting a quote or uploading a tender; it is saved to this list. See C2.2 Starting a new quote.
Before your first quote or tender
Add the customers you work with most, each with a contact email and a full bill-to address, so that quotations print complete.