Overview

When a new customer is added in Factory, a corresponding customer record can also be created automatically in the connected accounting package (MYOB, QBO, or Xero). This links both systems and avoids double entry.

👥 Access Permissions

Only users with access to Customers can add or archive customer records. Review user roles before granting access.

📍 Location in the app

Sales > Customers

💡 Tip

If an accounting integration is connected, existing customers can be imported directly into Factory (Settings > Integrations > Import Customers) reducing manual data entry.

Adding customer fields

The following fields are available when adding a customer:

Country: The country set on the account (Settings > Company) is selected by default.
Customer name: Required. The name the customer is recorded under.
Phone: Enter the country code first, then the phone number. The country code defaults to the one set on the account.
ABN: The customer's Australian Business Number (if applicable).
Address: Street address, suburb / city, postcode, country, and state.
Payment Terms: Default payment terms applied to orders for this customer.
Accounting & Integration: Tick Create this customer in the connected accounting system to create a matching record in the connected accounting package.

📝Note

If Create customer in accounting package is not ticked and the customer does not yet exist in the accounting package, an error appears when sending an order.

Add a customer

Select Add Customer.
Enter the customer details
If integrated tick Create customer in accounting package to automatically create the customer in the connected accounting package
Click Save to confirm, or Cancel to discard changes.