Address book

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

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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.

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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.

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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.

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Importing address book data

Address book imports use these files:

• customers.csv
• customer_addresses.csv
• suppliers.csv
• supplier_addresses.csv

See CSV imports for required columns, example files, and validation rules.

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Common issues

• Duplicate customer names in one import file are rejected.
• Duplicate supplier names in one import file are rejected.
• Address labels must be unique per customer or supplier within the same address file.
• 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.