TheOrder ERP — Entities Deep Dive: Customers, Vendors & Contractors (Grid, Profile, Ledger Accounts)

Entities are everyone you trade with — customers who buy through you, vendors who supply the goods, contractors who carry the work. One page serves all three, and this deep tour walks each flavor with real workspace data at full 100% size: • The account prefix IS the role: customers 1121… (receivable), vendors 2113… (payable), contractors 2112… — auto-minted on save, never typed • The Customers grid column by column: photo, ID, Acc #, branches, name, location, email, WhatsApp, WeChat — and live balances (6.47M / 11.4M / 1.8M straight from the posted books) • Your own dimensions: Area (USA/KSA/EGY) and Class — lookup categories per entity type; branch restrictions shown live (Customer 3 → Branch 2 only) • Click a row → the profile: identity header (account link → ledger, opening balance, print, include-closed toggle), live metrics strip (42 open sourcing requests), charts incl. Top Vendors • The tab strip: Active Orders (4), Shipped (9), Inventory (6), Transactions (362) — clicked live; the Transactions tab = the account statement • Vendors: five suppliers with real balances (695K / 10.9M / 7.2M / 3.3K / 120K) — the buying flavor • Contractors: six on file — profile opens on Shipping Bills, not orders • The add form field by field (disabled auto-account, cascading geo address) + LIVE: "Nile Fresh Produce" typed and saved • Toolbar: Report Center, Export CSV, Import CSV with column-mapping preview ⏱ Chapters 0:00 Welcome 0:06 Three roles, one page 0:26 The account prefix IS the role 0:51 Customers grid — column by column 1:17 Balance & your own dimensions 1:42 Real rows: USA / KSA / EGY + branch restriction 2:05 The profile header & its buttons 2:32 The metrics strip — live numbers 3:00 Charts & Top Vendors 3:18 The tab strip 3:43 Transactions & Inventory tabs 4:01 Vendors — the buying flavor 4:31 Contractors — bills first 4:59 The add form, field by field 5:27 LIVE: a customer is born 5:49 Report Center + CSV in and out 6:14 Recap 6:52 Outro ——— TheOrder ERP — ERP for import-export buying agents. #TheOrder #ERP #Customers #Vendors #Contractors #CRM #SupplierManagement #LedgerAccounts #CSVImport #Masterclass #Tutorial https://theorder-erp.com/