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Customers — Transactions

Overview

Customers is the master catalog of all customer organizations in SARA. It stores each customer's commercial, fiscal, and contact information, and provides tooling to score and assess customers using configurable evaluation metrics.

For the record lifecycle and status transitions, see: Workflow.

Note

For common UI patterns used across SARA (tables, filters, dynamic columns, naming conventions), see: Common Features

Customers

Overview

The main customers screen shows all customer records in a paginated, filterable table. From here, users can create new customers, review and edit existing records, manage status, and access scoring tools.

What you will see

  • A table of all customers with status badges and key commercial fields: legal name, trade name, country, RFC/EIN, and notes.
  • Three optional score columns, togglable via the Custom columns selector at the top of the screen:
    • Client score — the calculated evaluation score for this customer; shows – until a score has been calculated.
    • Quotes average — average metric score across all quotes linked to this customer.
    • Projects average — average metric score across all projects linked to this customer.

Statuses and recorded changes

For status meanings and visual behavior across SARA, see: Status

For how changes are recorded, see: Logs & History

What you can do here

  • Create a new customer — Use the + New Customer button. Only three required fields are captured at creation time: legal name, trade name, and RFC/EIN. The record is immediately visible in the table; use Edit to complete the full record.

  • View a customer — Opens a read-only summary of the customer's full record, including general contact information, named contact person assignments from the internal directory, compliance document slots, and an embedded contact list.

  • Edit a customer — Opens the full customer form: commercial data, location, fiscal information (RFC/EIN, CFDI usage, and payment terms), and contact person assignments drawn from the internal personnel directory. The form also includes named document slots for required compliance files — such as NDA, proof of address, constitutive registration, compliance opinion, and legal representative ID. Some document slots include an expiration date field.

  • Activate / Deactivate — Toggle the customer between active and inactive states. Inactive customers can only be viewed or reactivated; editing and metric scoring are unavailable until reactivated.

Warning

Deactivating a customer takes effect immediately with no confirmation prompt.

  • Freshbook (when the integration is enabled) — Links the customer to the Freshbooks external accounting system. This action is only visible for customers not yet connected to a Freshbooks account.

Contacts

Overview

The Contacts section displays all personnel directory entries (directory contacts) associated with a customer. These are contacts from the internal personnel directory that have been linked to this customer organization, showing their name, phone, business area assignment, and email address.

What you will see

When you open a customer record in View mode, a contacts table appears at the bottom of the modal if any linked contacts exist. The table shows:

  • Name — Full name of the contact person as recorded in the personnel directory.
  • Phone — Phone number of the contact; shows – if not provided.
  • Area — Business area or department assigned to the contact (e.g., "Purchasing", "Billing", "HR"); shows – if not assigned.
  • Email — Email address of the contact; shows – if not provided.

The contacts table includes standard pagination and export controls, allowing you to view contacts across multiple pages and download the list.

Note

Contacts are sourced from the internal personnel directory (Directory module). The table displays only active directory entries (status = ACTV) linked to this customer.

What you can do here

  • View contact details — The table displays all active contacts linked to this customer with their key information (name, phone, area, email).
  • Manage customer-specific contacts — In the Edit Customer form, you can assign specific named contact persons from the directory to roles such as:
    • Purchasing contact person
    • Accounts payable contact
    • Billing contact
    • Contact of the person who accesses the plant
    • HR contact
    • Contact details of the legal representative

These named role assignments appear in the edit form separately from the general contacts list and serve as primary points of contact for specific business functions.

Client metrics

Overview

Client Metrics is a two-level scoring system for evaluating customers. At the global level, administrators define the metric catalog: the name, weight, and description of each scoring dimension. At the per-customer level, users assess each customer against those metrics using reliability sliders. The resulting client score appears as a column in the customers table and is also visible in linked quotes and projects.

Global metrics catalog

Accessible via the Client metrics button at the top of the Customers screen. This modal shows all defined scoring metrics and allows administrators to:

  • Add, edit, or deactivate metric definitions.
  • Set each metric's multiplier (weight, from 1 to 10), which determines how strongly it influences the final score.
  • Recalculate scores for all customers at once using Update Clients' scores.
  • Review the change log for the metrics catalog via the Logs button.

Per-customer metrics

Accessible via the Client metrics row action on an individual customer. This modal shows how the global metrics apply to that specific customer:

  • Each metric has a reliability slider (range 1–10) representing the user's confidence level for that metric on this customer.
  • Metrics can be individually excluded from the score calculation using the "Not applicable – exclude from calculation" checkbox.
  • A Total Score badge displays the current calculated value.
  • Use Update score to recalculate and save the customer's score based on current slider values.
  • A Logs button shows the change history for this customer's metric entries.

Note

Sliders are interactive only for active customers. For customers in partial information status, interacting with sliders requires the client metrics permission. See: Permissions

Connections to other modules

  • Quotes — The Quotes average column reflects metric scores from linked quotes.
  • Projects — The Projects average column reflects metric scores from linked projects.
  • Personnel directory — Two-way integration with the Directory module:
    • The Contacts section in the View Customer modal displays all active directory entries linked to this customer.
    • The Edit Customer form allows assignment of specific named contacts from the directory to functional roles (purchasing contact, accounts payable, billing contact, HR contact, plant access contact, legal representative).
  • Freshbooks — External accounting integration linked at the customer level.

Permissions

Permissions

Access and actions are permission-driven. See: Permissions