Sales → Customers lists every customer in Unleashed. Search by code, name or email, and click a Customer Code to open the detail (code, name, contact, email).
One record, and everybody uses it
A customer is not a note attached to your job. It is master data in Unleashed: the single record that sales orders, invoices, statements, delivery notes and credit notes are all raised against. It is also what a work order asks for when it is released, and what a repair is filed under.
So a customer created in thirty seconds during a work order release is the customer Sales and Finance will be invoicing next month. Same record, same consequences — creating one from that screen is not a shortcut, a draft, or a note to yourself.
Search before you create — every time
Nothing in myWork stops you creating a company that is already there. A duplicate code is refused. A duplicate company is not — SunScan Solar can end up as both SUN001 and SUN002, and to the system neither one is wrong. The only thing between a clean customer list and a mess is the person about to click Add.
The search matches text anywhere in the code or the name, but it does not guess spellings, and real records read “Webins pty ltd”, “DE VILLIERS” and “Malcolm von Zweigbergk”. So:
- Search a short, distinctive fragment — “webin”, not “Webins Pty (Ltd)”. A full legal name with punctuation usually matches nothing.
- Try a second angle before deciding it is missing — the trading name, the surname, the first word of the company.
- You are shown at most 20 matches. A vague search hides the record rather than proving it is absent.
- Still nothing? Ask Sales before you create. They know which customers already exist under a name you would never guess.
What a duplicate actually costs
- The customer’s history splits in two. Half the orders, invoices and repairs sit on one record and half on the other, so nobody can see what this customer really has.
- Their statement is wrong, because a statement is built per customer record.
- Agreed pricing, credit terms and tax settings live on the original. The duplicate has none of them, so it quietly prices and taxes the job differently.
- Cleaning it up is not a button. It is manual work in Unleashed, and invoices already sent cannot be moved.
Real customers get real information
Everything you type is pushed to the live Unleashed account the moment you save, and it is what an invoice, a statement and a delivery note will carry.
- Never put a placeholder on a real customer — no “test”, no “asdf”, no “n/a”, no invented email address or phone number.
- Leave a field empty rather than making it up. Empty is honest and somebody can fill it in later; an invented value looks answered, so nobody ever checks it again.
- Spell the company the way the customer writes it. That is the name the next person will search for — a sloppy spelling is how the next duplicate gets created.
- Practising or testing? Use the test customer Henry Thomas (HT001), never a real company’s name.
The code is permanent
- myWork suggests one — initials plus a three-digit sequence, as in AMP001 Ample Power or SUN001 SunScan Solar. Take the suggestion unless you have a good reason not to.
- Whatever you save can never be changed — not by you, not by Sales, not in Unleashed. The live list still carries “sgs001”, “PETER” and “DE VILLIERS” because somebody was in a hurry once.
- A code already in use is refused. If a save is rejected for that reason, read it as a warning that the customer may already exist — go back and search.
Adding or editing a customer
With the Customer write permission you can:
- Add Customer from the list — code, name, contact, email and tax code.
- New customer while releasing a work order, when the customer you need is not in the Customer box. Same record, same rules.
- Edit from a customer’s detail — the code is fixed; you can change name, contacts, email and tax code.
Saving writes to the live Unleashed account. On edit, only the fields you change are updated — every other Unleashed detail on that customer (banking, pricing, addresses) is preserved. New customers are created taxable by default.
Related
- Sales: Orders, Invoices, Credit Notes, Customers & Suppliers
- Work Orders: WorkFlows, runs and steps — where a work order asks for the customer