Customers

A customer is anyone you deliver to: a restaurant, a grocery store, a distributor, a farmers market stand, or an individual. Every delivery belongs to a customer. Open Logistics > Customers in the sidebar.

The Customer List

The list shows each customer’s Name, Type, Contact, Email and Phone. Use Filter by type to show one type of customer. Click a customer to open their page.

Customer types:

• Restaurant
• Grocery
• Distributor
• Farmers Market
• Individual
• Other

Adding a Customer

1. Click New Customer.
2. Under Basic Information, enter the Business Name and Contact Name (both required), and choose a Customer Type. Add an Email, Phone and Address if you have them.
3. Under Delivery & Payment, optionally fill in:
   • Delivery Preferences, for example “Deliver Tuesdays and Fridays before 10am, use back entrance”
   • Payment Terms, for example “Net 30”, “COD” or “Prepaid”
   • Notes
4. Optionally add standing orders (see below).
5. Click Create Customer.

Standing Orders

A standing order records something a customer buys on a regular schedule. Under Standing Orders, click Add Order and fill in:

Species, grade and a quantity above zero are required for each standing order. A customer can have as many as you need.

Standing orders are a record for planning. Sporeline doesn’t create deliveries from them automatically.

Editing a Customer

Open the customer and click Edit. The page switches to a form with the same sections. Make your changes and click Save Changes, or Cancel to discard them.

Two people editing one customer

If someone else saves changes to a customer while you have it open, your save stops with “This customer was changed by someone else. Reload and try again.” Nothing you typed is saved, and their changes are kept. Click Reload to load the customer as it is now, then make your change again. The same rule covers changes made through Farmhand or a connected AI assistant, so an assistant’s edit never quietly overwrites yours, and a customer someone deleted stays deleted.

Bringing customers in from QuickBooks counts as a change too. If the import fills a customer’s blank fields while you have that customer open, your save asks you to reload first. If you save a customer while an import is running, the import keeps what you saved and fills only the fields that are still blank. In the rare case the customer keeps changing the whole time, the import lists it as skipped, and you can fill its blank fields on the customer page.

Customers from Integrations

If you connect Shopify, imported orders create customers for you. Sporeline reuses a customer it has already matched to that Shopify customer, or one with the same email, and creates a new customer only when there’s no match. See Shopify Setup.

If you connect QuickBooks Online, the number in a customer’s Payment Terms sets the due date on their QuickBooks invoices. “Net 30” gives a due date 30 days after the delivery date. Terms without a number, such as “COD”, leave the due date to QuickBooks.

Role Requirements

Related Pages

• Deliveries: record what you deliver to each customer
• Reports: revenue by customer
• Shopify Setup: import Shopify orders and their customers