The Customers section is where you manage all your customer accounts, their billing information, and shipping locations.
Viewing Customers
Navigate to Customers in the sidebar to see your customer list. You can:
- Search: Find customers by name, email, or phone
- Filter: By pricing tier, status, or integration source
- Sort: By name, date created, or recent activity
Adding a Customer
Click New Customer
Click New Customer in the top right
Enter Company Information
Fill in the company name and any notes
Add Billing Details
Enter billing address, email, and phone number
Assign Pricing Tier
Select the appropriate pricing tier (optional)
Save
Click Save to create the customer
Shipping Locations
Most wholesale customers have multiple delivery addresses. Buddy calls these “branches” or “ship-to locations.”
Adding a Location
- Open a customer’s profile
- Click Add Location or the + button in the Locations section
- Enter the location name (e.g., “Downtown Store”, “Warehouse B”)
- Add the shipping address and contact information
- Click Save
Location Fields
Each location can have:
- Name: Descriptive name for the location
- Address: Full shipping address
- Contact: Person to contact for deliveries
- Phone: Direct phone number
- Notes: Special delivery instructions
Customer Fields
| Field | Description |
|---|
| Name | Company or business name |
| Billing Email | Email for invoices and communications |
| Billing Phone | Primary contact phone |
| Billing Address | Address for invoices |
| Pricing Tier | Determines pricing discounts |
| Customer Type | Category (Wholesale, Retail, etc.) |
| Status | Active or Inactive |
| Notes | Internal notes about the customer |
Warning Badges
Yellow badges indicate missing information:
| Badge | Meaning | Action |
|---|
| No Email | Billing email missing | Add email for invoicing |
| No Tier | No pricing tier assigned | Assign appropriate tier |
| No Address | Billing address incomplete | Complete address fields |
How Buddy Helps You
Automatic Duplicate Detection
When you add a new customer or import data, Buddy checks for potential duplicates by comparing:
- Company name (including common variations)
- Email address
- Phone number
- Billing address
What you’ll see:
- Duplicate found: Buddy warns you and suggests the existing customer
- Possible duplicate: You’ll be asked to confirm if it’s the same customer
- No match: Customer is created normally
This prevents accidentally creating duplicate accounts for the same customer.
Price Tier Assignment
When a customer is assigned a pricing tier, all their orders automatically use that tier’s pricing:
- You assign a customer to “Wholesale” tier
- When creating orders for this customer, all products show wholesale prices
- No manual price adjustments needed
What you’ll see:
- Product prices automatically adjust based on the customer’s tier
- Order totals reflect the correct tier discounts
- You can still override individual prices if needed
Stock Location Assignment
If you have multiple warehouses, you can assign customers to a default location:
- You set “East Coast DC” as the customer’s default warehouse
- When creating orders, that warehouse is automatically selected
- Orders route to the correct fulfillment location
This saves time and ensures orders ship from the right place.
Integration Sync
Customers from connected integrations show badges indicating their source:
- S (Shopify): Synced from Shopify
- QB (QuickBooks): Synced from QuickBooks
- F (Faire): Synced from Faire
Changes to these customers sync bidirectionally—updates in Buddy appear in the source system.
Bulk Actions
Select multiple customers to:
- Export: Download as CSV
- Assign Tier: Change pricing tier for all selected
- Change Status: Mark active or inactive
Deleting Customers
Customers with existing orders cannot be deleted. This preserves order history.
Importing Customers
See Import & Export for details on bulk importing customers from CSV or Excel files. 
