Clients

Manage client companies, track revenue and commissions per client, link sales to clients, and export a full client sales report.

Accessing Clients

1. Ensure you are in your team account
2. Click Clients in the sidebar
3. The URL is /home/[team]/clients

Clients List

The clients list shows all client companies in your account.

Table Columns

Filtering and Sorting

• Search — Filter by client name
• Archived — Toggle to show archived clients alongside active ones
• Clients are sorted by creation date by default

Creating a Client

1. Click Create Client
2. Enter the Client Name (required)
3. Optionally add a Description
4. Click Create

Editing a Client

1. Open the actions menu (⋯) on a client row
2. Click Edit Client
3. Update the name or description
4. Save

Archiving and Restoring a Client

To archive a client:

1. Open the actions menu (⋯) on the client row
2. Click Archive

Archived clients are hidden from the default view. To restore:

1. Enable the Archived filter to show archived clients
2. Open the actions menu (⋯) on the archived client
3. Click Restore

Archiving a client does not delete any linked sales or product data.

Client Detail Page

Click View Details (or the client name) to open the client detail page.

Client KPIs

The top of the detail page shows key financial metrics for the client:

Recent Sales

The Recent Sales table lists the latest sales linked to this client:

Product Performance

The Product Performance section breaks down sales and revenue by product for this client.

Exporting Client Sales

From the client detail page, click Export Client Sales to download a full report of all sales linked to the client. The export includes product, sale date, order, address, commissions, and reclaimed amounts.

The detail page shows a summary of recent sales. Use the export for the complete list.

Linking Sales to a Client

Sales are linked to clients through products. A product can be assigned to a client when it is created or edited in Inventory. All sales of that product are then attributed to the linked client.

See Inventory for details on assigning products to clients.

Permissions

Related Topics

• Inventory — Assign products to clients
• Team Sales — Sales that generate client revenue
• Commission — Commission calculations per sale