Customers

The Customers module in the Kitchen365 Console v2.0.0 lets admin users view, add, and manage customer records. Customers can be assigned to Customer Groups for tier pricing and tax rules, and their address type (Residential or Commercial) affects shipping calculations. Each customer profile also shows related orders, quotes, and digital assets.

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Access

How to open Customers

1. Log in to the Kitchen365 Console.
2. In the left sidebar, expand Customers.
3. Choose one of the sub-menu items:

Menu Item	Navigation Path	What It Shows
Customers	Customers > Customers	Customer list and detail pages.
Customer Groups	Customers > Customer Groups	Pricing and tax groupings used when creating or editing customers.

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a. Customer List

The main listing table displays all customer records with sortable columns.

Column	Description
Email	Customer email address. Click to open the customer detail page.
First Name	Customer's first name. Click to open the customer detail page.
Last Name	Customer's last name. Click to open the customer detail page.
Customer Group	Assigned customer group (e.g., General). Shown in v2 only.
Phone No.	Contact number formatted as +1 (555) 555-5555.
Address Type	Residential or Commercial from the shipping address. Shown in v2 only.
Created At	Date and time the record was created (displayed in EST).
Action	View and Edit icons for the customer record.

All columns except Action are sortable. Click the column headers to sort ascending or descending.

i. Search Bar

• Located at the top-left of the table.
• Placeholder: "Search..."
• Filters customers by email or name in real time.

ii. Add Customer Button

• + Add Customer — Opens the Add Customer modal. Requires create permission.
• Located at the top-right of the table.

iii. Pagination

• Located at the bottom of the table.
• Shows "Showing X to Y of Z entries".
• Page size options: 10 / 25 / 50 / 75 / 100 entries.
• Navigate between pages using the pagination controls.

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b. Add Customer

The Add Customer modal lets admin users manually add customers for quotes, orders, or records received through other channels.

Accessing This Popup

• Navigate to Customers > Customers.
• Click + Add Customer in the top-right corner.

Form Field Descriptions

All fields marked with a red asterisk (*) are mandatory.

Field Name	Description
First name	Customer's first name.
Last name	Customer's last name.
Email	Valid email address used for communication.
Phone Number	10-digit US contact number. Country code +1 is shown by default.
Customer Group	Select the customer's pricing/tax group. Defaults to General on create. (v2)
Special tax	Optional decimal value (up to 4 decimal places) for customer-specific tax. (v2)
Address Line 1	Primary street address or building number.
Address Line 2	Optional apartment, suite, or additional address info.
Country	Customer country (United States only).
State	State dropdown based on the selected country.
City	City or town.
Address Type	Residential or Commercial. Used for shipping rate calculations. (v2)
Zip/Postal Code	Valid postal code (e.g., 12345 or 12345-6789).

On submit, the same address is saved as both the billing and shipping address (including Address Type when applicable).

Click Submit to create the customer. The new record appears in the listing immediately.

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c. Edit Customer

Click the Edit icon on a customer row, or the pencil icon on the customer detail page, to open the Edit Customer modal.

You can update all fields except Email, which is read-only when editing. Click Update to save changes.

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d. View Customer Details

The Customer Details page shows a customer's profile, addresses, order history, quote history, and digital assets.

Navigation

• Go to Customers > Customers.
• Click the Email, First Name, Last Name, or View icon on a row.

Customer Information

Field	Description
Customer Name	Full name (First Name + Last Name).
Email Address	Customer email.
Customer Group	Assigned group name, or N/A. (v2)
Phone	Formatted phone number, or N/A.

Shipping Address

Displays the customer's shipping location:

• Street address (Line 1 and Line 2)
• City, State, Zip Code
• Country
• Phone number
• Address Type — Commercial or Residential (v2)

Shows N/A if no shipping address exists.

Billing Address

Same structure as the shipping address. Billing and shipping may differ if updated separately through other flows.

Orders Section

Lists all orders placed by the customer.

Column	Description
Order ID	System-generated order identifier.
PO No.	Purchase Order number. Shows N/A if not provided.
Date	Order creation date.
Amount	Total order value. Shows N/A if not calculated.
Order Status	Current order status (colored status badge).
Action	View icon — opens the order details page.

Default pagination: 5 entries per page (options: 5, 10, 20).

Quotes Section

Lists all quotes created for the customer.

Column	Description
Quote ID	Unique quote identifier.
PO No.	Related purchase order number. Shows N/A if not provided.
Date	Quote creation date.
Amount	Total quoted amount. Shows N/A if not calculated.
Quote Status	Current quote status (colored pill tag).
Action	View icon — opens quote details. Edit icon — opens quote edit (hidden when status is Ordered).

Quote Status Tags

Status	Label	Color
Ready to Order	Ready to Order	Yellow
Ordered	Ordered	Green
In Cart	In Cart	Blue

Default pagination: 5 entries per page (options: 5, 10, 20).

Assets Management

The Assets Management section at the bottom of the customer detail page shows digital files and folders tied to this customer.

• Browse folders using breadcrumb navigation.
• Switch between grid and list view.
• Search files and folders by name.
• Upload, preview, and organize customer-specific assets.

For tenant-wide asset management, use Assets Management from the main sidebar.

Action Buttons

Button	Description
Back	Returns to the previous page (customer listing).
Edit	Opens the Edit Customer modal (pencil icon).

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e. Customer Groups (v2)

Customer Groups control tier pricing, tax class assignment, and optional special tax rates. Customers are assigned to a group when created or edited.

Navigate to Customers > Customer Groups.

Customer Group List

Column	Description
Name	Customer group code/name (e.g., General, Wholesale).
Tax Class	Linked tax class for customers in this group.
Created At	Date and time the group was created (EST).
Action	Edit and Delete (delete only when allowed).

Add / Edit Customer Group

Click + Add Customer Group or the Edit icon on a row.

Field Name	Description
Name	Unique customer group name. Required.
Tax Class	Tax class with type CUSTOMER. Required.
Special tax	Optional decimal (up to 4 decimal places). Leave blank for none.

Click Submit to create or Update to save changes.

note

The default General group cannot be deleted. Groups in use by customers may also be protected from deletion.

How Customer Groups Affect Sales

• Tier Pricing (Configuration > Tier Pricing) applies price multipliers by customer group.
• When creating quotes or orders, the selected customer's group drives catalog pricing and tax calculations.
• Special tax on a customer or group overrides default tax when configured.