Customers
Customers live as a sidebar panel on the river page — searchable, sortable, with detail cards showing every Sales Order tied to a single account.
Browsing customers
Open the Customers panel from the right sidebar:
The header shows total count (e.g. Showing 50 of 412) and a search box. Sort and Filter are top-right.
Sort, filter, and search all operate on already-paginated rows, not on the server — keep scrolling to load more before assuming a customer isn't there.
Each card has a colored stripe on the left edge that encodes status (see below) and a name.
Reading a customer
Click any card for the detail view:
The header shows the customer name, the Balance owed, and any active status tag (e.g. CREDIT HOLD). The body lists every Sales Order on the account, with PO numbers, dates, and amounts — same shape as the Transactions panel. Click any SO to open its full flow diagram (see Transactions).
Status indicators
Customers carry two independent flags — credit hold and overdue balance. The card stripe encodes them by priority:
- Red — credit hold, or overdue balance ≥ 30 days. The
CREDIT HOLDtag also appears on the card and detail header. - Amber — overdue balance under 30 days.
- Blue — default, no flags.
The two flags are independent: a customer can be on credit hold and overdue at the same time. Balance numbers only show in the list when you've also applied the Has Overdue Balance filter — the credit-hold filter alone shows the tag but not the dollar amount.
Account hierarchy
When a customer rolls up to a parent account, the parent shows on the detail header. Hierarchy is one level deep — the panel does not navigate further up than the immediate parent, and it does not list children.