Overview
Store → Customers is the canonical buyer record. Status values (new, prospective, deposit, order, and others) should reflect reality; notes should capture conversations and commitments.
Workflow
- Create or merge duplicates carefully.
- Move status as buyers progress.
- Attach orders when money and selections are real.
Practical note
Two customer rows for one human guarantees a future apology email.
Admin setup
Payment methods and financing in admin Office section.
Advanced options
Leads, Order detail, POS/kiosk applets.
Troubleshooting
Line item wrong type: verify product vs puppy vs service catalog.