Customers & Venues

Purpose {#purpose}

CRM master data for customers and venues — foundation for orders and documents.

Navigation: Sidebar Customers → /app/customers

Permissions: crm.read (view), crm.manage (create/edit)

Party types {#party-types}

EVISYS uses the term party for CRM records:

A customer can have multiple venues (hierarchy).

Customer list {#customer-list}

/app/customers — search, filters, quick access to detail.

Create customer {#create-customer}

1. Customers → New customer → /app/customers/new
2. Required: name, type (Customer)
3. Optional: address, contact, VAT ID, notes
4. Save

Edit customer {#edit-customer}

/app/customers/:id/edit — same form as create.

Customer detail {#customer-detail}

/app/customers/:id

Venues {#venues}

Venues can be:

• Created directly when creating an order
• Or maintained in CRM as a venue under a customer

Create venue {#create-venue}

1. Customer detail → Add venue or
2. On the order, New venue in the dropdown

Fields: name, address, directions, on-site contact.

Customers on orders {#customers-on-orders}

When creating an order (/app/orders/new):

• Customer — required, search or create new
• Venue — optional, from customer venues or new

Customer and venue flow into PDFs (quote, delivery note, invoice).

External inventory owner {#external-inventory-owner}

For manually recorded external inventory, a party is assigned as owner (external lessor). This can exist as a customer in CRM or be created when adding the item.

Common issues {#common-issues}

Last updated: July 2026