Contacts
Manage your suppliers and customers, and link contacts to purchase and sales orders.
Introduction to Contacts
Contacts are the people and businesses you buy from and sell to. Learn why a contacts database is central to tracking orders, payments, and supplier relationships.
3 min
Creating a Supplier or Customer
Step-by-step guide to adding a new supplier or customer contact in CrafterBy, including optional fields like payment terms and preferred currency.
4 min
Linking Contacts to Orders
How to link suppliers to purchase orders and customers to sales orders, and how to view a contact's full order history from their profile.
4 min
Managing and Filtering Contacts
How to search, filter, edit, and archive contacts. Includes rules about contacts linked to existing orders.
4 min