The 'Organizations' section on WholeCell allows you to see all your customers and vendors and pertinent information about them in one glance. Note, organizations you add to WholeCell will not appear here until you have inventory data in either Purchase Orders or Sales Orders belonging to that organization.

The two tabs, 'Customers' and 'Vendors', show the same sections but will only show data relevant to your purchasing-from or selling-to activity with that organization.

The 'Profile' section allows you change the name of a customer or vendor. Click on the name to edit and then hit the check button to save.

The 'Analytics' section shows high-level all-time financial analytics from inventory that was purchased from a vendor or sold to a customer.

The 'Orders' tab shows you an overview of all the sales orders for that customer over time.

'RMAs' shows you an overview of all the RMAs from a customer.

'Credit History' shows you an overview of all the credits and refunds ever issued to that customer.

'Merge' allows you to combine customers or vendors that may have been differently named but are just one person/entity.

'Addresses' allows you to add or modify the address for a customer or vendor.

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