> ## Documentation Index
> Fetch the complete documentation index at: https://help.berocker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers

> Your customer book — people and businesses, their orders, contacts, notes and saved payment methods.

**Customers** is the person or company behind the shipments. One customer can have many orders, so
a repeat shipper is one record with a history rather than five unrelated leads.

<Frame>
  <img src="https://mintcdn.com/berocker/JlrUOS-Vn_pO8ZdT/images/app/customers.png?fit=max&auto=format&n=JlrUOS-Vn_pO8ZdT&q=85&s=160f80901ffb7792908f1d745cddf33e" alt="The Customers list with stats across the top and the customer table below" width="3200" height="2000" data-path="images/app/customers.png" />
</Frame>

***

## The list

The stats strip counts your book: total customers, how many are **businesses** and how many are
**individuals**, new this month, how many have ordered and how many never have, total orders and
the average per customer — plus your top customers.

The table shows the display name, contact details, type, city and state, and order count. Search
by name, company, email or phone.

***

## Individual vs business

A customer is either an **individual** (first and last name) or a **business** (company name). A
business can hold several contacts — dispatcher, accounts payable, the person who actually answers
the phone — with one of them marked as the **main contact**.

***

## The customer profile

<Tabs>
  <Tab title="Orders">
    Every shipment this customer has booked, with the lane, dates and value. Open any of them
    straight from here.
  </Tab>

  <Tab title="Contacts">
    All the people at this customer. Add as many as you need and mark one as main.
  </Tab>

  <Tab title="Notes">
    Free-text notes your team can see — payment habits, preferred pickup windows, anything that
    does not fit a field.
  </Tab>

  <Tab title="Payments">
    Saved payment methods and the payments this customer has made.
  </Tab>
</Tabs>

***

## Merging duplicates

The same person will eventually come in twice — once from your website and once from a provider.
Customers can be **merged**: BeRocker shows you a preview of exactly which field values survive on
the remaining record before you commit, and the orders from both come along.

***

## Importing customers

Bulk import is under **Settings → Lead Management → Import data**, alongside lead and terminal
import.

***

## Related

<CardGroup cols={2}>
  <Card title="Shipments" icon="table" href="/using/shipments">
    The orders themselves.
  </Card>

  <Card title="Accounting" icon="dollar-sign" href="/using/accounting">
    What each customer has actually paid.
  </Card>
</CardGroup>
