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Sales & CRM /a/sales_crm

Your complete client master — 66 customer accounts with contact details, billing and shipping addresses, internal notes, and a full history of every estimate and sales order linked to each account. Also syncs to QuickBooks Online.

Module overview

Sales & CRM page showing the Client Directory with customer cards — company name and contact email displayed on each card
The Sales & CRM Client Directory — 66 clients. Each card shows the company name and billing contact email.

The module has four tabs along the top:

TabWhat it shows
Estimates All estimates across every customer — the same data as the Estimates module, viewed from the CRM context.
Sales Orders All sales orders across every customer — the same data as the Sales Orders module, viewed from the CRM context.
Client Directory The master customer list. Each customer is a card showing their name, company, and contact email. Click any card to expand the full customer detail.
+ Add Opens the Add Customer form to create a new client record.
Sync to QBO Click Sync to QBO (top right) to push your customer list to QuickBooks Online. New customers added in Manufacturing ERP are created as clients in QBO so your accounting records stay in sync automatically.

Customer detail

Expanded customer card showing contact info, billing and shipping addresses, internal notes, linked estimates, and sales order history
Clicking a customer card expands it to show full contact details, addresses, notes, and the complete order history for that account.

Click any customer card in the Client Directory to expand it. The detail panel shows:

Contact & address

Email
Primary billing contact email
Phone
Contact phone number
Billing address
Street, city, state, ZIP, country
Shipping address
Defaults to billing unless set separately

History & notes

Internal notes
Free-text notes visible only to your team (not shown to the customer)
Client estimates
All quotes sent to this customer — Quote #, date, status, amount
Sales order history
All SOs linked to this customer — SO #, date, status, amount

From the expanded card you can also Edit the customer record or Archive the account (hides it from the active directory without deleting it).

Adding a new customer

1

Click the + Add tab (or the + Add button in the Client Directory header). The Add Customer form opens.

2

Enter the Full Name (required) and Company / Account Name.

3

Add Email Address and Phone Number. The email is used when syncing to QuickBooks Online.

4

Enter the Billing Address. Check Same as Billing to use the same address for shipping, or enter a separate Shipping Address.

5

Add any Internal Notes — credit terms, preferred carrier, key contacts, or anything your team needs to know about this account.

6

Click Save Customer. The new account appears in the Client Directory immediately and is available in the Customer dropdown when creating Estimates and Sales Orders.

Using the CRM in the sales workflow

The Sales & CRM module ties together every customer-facing touchpoint in Manufacturing ERP:

Workflow stageWhere it appears in Sales & CRM
Estimates tabSee all quotes for all customers — status (Draft/Sent/Accepted/Declined), date, and value at a glance.
Sales Orders tabSee all open and fulfilled orders — track which customers have outstanding orders or are overdue.
Client Estimates (in detail)Per-customer estimate history — useful when a customer calls to ask about a previous quote.
Sales Order History (in detail)Per-customer order history — useful for accounts receivable or when a customer queries a past order.
Customer data in other modules The customer records you create here populate the Customer dropdown in Estimates, Sales Orders, and Invoicing. Keeping names and emails accurate here ensures QBO sync works correctly and invoices reach the right contact.

Ready to create a quote for a customer? Go to Estimates, or turn an accepted estimate into an order in Sales Orders.