Skip to main content
The address book stores trading partners. Customers feed orders. Suppliers feed receiving, documents, and QuickBooks setup.

​
Customer records

Customers represent buyers, distributors, retail accounts, or internal destinations that receive finished goods. A customer can have multiple addresses. Use customer records when:
  • Creating a sales order.
  • Importing open orders.
  • Mapping customers to QuickBooks.
  • Searching shipment history during support or traceability work.

​
Supplier records

Suppliers represent ingredient, packaging, or service providers. Approved suppliers can be tied to received lots, supplier documents, and item-supplier relationships. Use supplier records when:
  • Receiving a supplier lot.
  • Tracking supplier lot codes and COAs.
  • Reviewing supplier documents.
  • Mapping vendors to QuickBooks.

​
Address records

Addresses can be imported or created manually. Blank labels default to Default during import. Keep labels practical, such as Ship to, Billing, Receiving dock, or Warehouse.

​
Importing address book data

Address book imports use these files:
  • customers.csv
  • suppliers.csv
See CSV imports for required columns, example files, and validation rules.

​
Common issues

  • Repeat customer or supplier names when one company has multiple addresses, but keep company-level fields consistent across those rows.
  • Address labels must be unique per customer or supplier within the same import.
  • A supplier that is not approved may still exist, but teams should treat approval state as a QA and purchasing signal.
Related pages: Receiving, Orders, QuickBooks setup, Common errors.