Resources

Overview

Customers are at the centre of everything in Puree. Each customer can have multiple contacts (the people you deal with) and multiple addresses (delivery or event locations). When you create a quote, you select a customer, then choose a contact and address from their profile.

Customers

Creating a Customer

Navigate to Customers from the main menu and click New Customer. You'll be asked to provide:

• Customer type — Business or Individual
• Name — The company name (for businesses) or the customer's name (for individuals)
• Official address — The registered business address (optional, for business customers only)
• Contact details — First name, last name, email, phone, and position for the primary contact
• Address — A delivery or event address for this customer

Once saved, the customer appears in your customer list. You can search and filter customers from the main Customers page.

Editing a Customer

Open a customer's profile by clicking their name in the customer list. Click the Edit button in the top-right corner to update their name, type, or official address. The edit form opens as a slide-over panel — make your changes and click Update Customer.

Customer Profile

The customer profile page shows all information related to a customer, organised into tabs in the left-hand sidebar:

• Contacts — All contacts for this customer
• Addresses — All delivery and event addresses
• Notes — Internal notes about this customer
• Quotes — All quotes and orders for this customer
• Emails — Emails sent to this customer's contacts
• Documents — Files linked to this customer
• Credit Card Payments — Stripe payment history (if enabled)

Customer Notes

Click the Notes tab on the customer profile to view and edit internal notes. Use this field to record important details about the customer — dietary preferences, billing instructions, key account details, or reminders for your team.

Customer notes are surfaced when creating quotes. If a customer has a note, a Note badge appears next to the customer name on the quote form. Hover over the badge to read the note without leaving the page.

Merging Customers

If you have duplicate customer records, you can merge them directly from the customer list. Tick the checkboxes next to two or more customers, then click Merge Selected in the floating bar that appears at the bottom of the screen.

On the merge preview page, you'll see the details of each selected customer — their contacts, addresses, and order counts. Select which customer to keep using the radio button, then click Confirm Merge.

All contacts, addresses, orders, documents, reservations, and notes from the duplicate customers are transferred to the customer you chose to keep. The duplicates are then permanently deleted. This action cannot be undone.

Deleting and Restoring Customers

Customers can be archived by clicking Delete on their profile page. Archived customers are hidden from the main list but can be found by toggling the "Show deleted" filter. Click Restore on an archived customer to bring them back.

Contacts

Adding a Contact

Open a customer's profile and click the Contacts tab. Click New Contact to add a contact. Each contact has:

• First name (required)
• Last name
• Email address
• Phone number
• Position — Their role at the organisation
• Note — Internal notes about this contact

A customer can have any number of contacts. The first contact added becomes the default contact, which is pre-selected when creating a new quote for this customer.

Editing a Contact

Click on a contact card on the customer profile to open the edit form. Update the details and click Update Contact.

Contact Notes

Each contact has an optional Note field. When a contact has a note, it appears on their contact card on the customer profile, shown with a pencil icon. Like customer notes, contact notes also appear as hoverable badges on the quote form when that contact is selected.

Addresses

Adding an Address

Open a customer's profile and click the Addresses tab. Click New Address to add a delivery or event address. Each address includes:

• Street address
• City
• State / Province
• Postcode
• Country
• Delivery instructions — Special instructions for the delivery team

A customer can have multiple addresses — for example, a corporate client might have different office locations or regularly use multiple event venues. The first address added becomes the default, pre-selected on new quotes.

Editing an Address

Click on an address in the Addresses tab to open the edit form. Update the details and save.

Using Customers, Contacts & Addresses in Quotes

Selecting on the Quote Form

When creating or editing a quote, the first section of the form is where you select the customer, contact, and address. Use the dropdowns to choose from the customer's existing contacts and addresses.

When you select a customer, their default contact and default address are automatically pre-selected. You can change either by selecting a different option from the dropdown.

Creating Inline from the Quote Form

You don't need to leave the quote form to create a new customer. Click the New Customer button below the customer dropdown to open a slide-over panel where you can create a customer with their first contact and address — all without navigating away from the quote.

The newly created customer is automatically selected on the quote form, along with their contact and address.

Note Badges on the Quote Form

If the selected customer or contact has a note, a small Note badge appears next to their label on the form. Hover over the badge to read the full note in a tooltip. This helps your team see important details while building a quote without needing to open the customer's profile.

The badges update dynamically — when you change the customer or contact, the badge appears or disappears based on whether the newly selected record has a note.

Tips

• Use customer notes to record recurring requirements, payment terms, or internal reminders
• Use contact notes for individual preferences or communication details
• Add delivery instructions to addresses so your drivers always have the information they need
• Create customers, contacts, and addresses ahead of time, or create them inline when building a quote — whichever suits your workflow
• The customer dashboard provides a summary of your customer activity, including revenue and order counts