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A customer is a planning master record. It identifies who generates commercial demand and lets you group sales orders, deliveries, external references and service analysis. A customer record does not replace a sales tool. Keep only data that affects planning, orders, deliveries or integrations in Bold.

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What it is for

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Main data

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Relationship with sales orders

Each sales order belongs to a customer. The order header stores the commercial context, and its lines explain which items are needed, in what quantity and by which date. Confirmed lines generate demand and can be grouped by customer. Draft lines do not generate demand.
The customer identifies the source of demand. The sales order explains the commitment. The shipment records the physical outflow.

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Lifecycle

When you delete a customer, Bold marks it inactive through soft deletion. Previous orders and events retain the reference to preserve history.

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Operational rules

  • The name should clearly identify the customer for operations.
  • The external reference should remain stable if it comes from an integration.
  • Check for duplicates before importing sales orders.
  • Do not use a generic customer if you need to analyze service, deliveries or delays by account.
  • If a customer becomes inactive, create or select another customer for new commitments.

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Permissions