The Customers module is a centralized customer management tool inside Fabritec that enables teams to create, manage, review, and track customer profiles together with their related projects, documents, contacts, notes, and tasks.Unlike keeping customer information in spreadsheets, emails, or disconnected records, the Customers module connects customer data directly with Fabritec’s project structure, production summaries, and task management workflow.Using Customers, you can:Add customer and company profile data
Store contact details, tax information, commercial registration data, website, and address
Mark a customer as a vendor or manufacturer when applicable
View all projects associated with a customer
Review customer-level project statistics
Track total projects, open projects, total weight, and total surface area
View top projects by weight
Edit customer information
Remove customers only when no projects are associated with them
Assign tasks to a specific customer through Task Manager
Export customer records to Excel or PDF
Search, filter, and customize the customer table
📍 Where to Find Customers
The Customers page is the main workspace for managing all customers inside Fabritec.At the top of the page, you can see summary cards that provide a quick overview of customer activity.Summary Cards#
The Customers page includes the following cards:Total Customers – Total number of customers created in the system
Active Customers – Number of active customers
Open Projects – Total number of open projects linked to customers
Total Weight (t) – Total project weight linked to customers
Customer Table#
The customer list displays all customer profiles in a structured table.Column visibility control
Customer Actions#
From the Actions column, you can:Edit customer information
To create a new customer profile:1.
Navigate to General → Customers
3.
Fill in the customer information
The Add Customer form contains the following fields:Customer Name#
Enter the customer or company name as it should appear across Fabritec.
Code#
Optional internal customer code.Use this field if your company follows a customer coding or numbering system.
Email#
This is useful for communication, records, and customer reference.
Phone#
Use this field to store the primary contact number for the customer.
Website#
Customer company website.
Tax Number#
Customer tax registration number.Use this field when tax information is required for official records or reporting.
Commercial Registration Number#
Customer commercial registration number.This helps maintain complete company profile data inside Fabritec.
Address#
Select the customer address from the available address list.The address can be used later for project, shipping, and customer reference.
Is Vendor#
Enable this option if the customer can act as a vendor or supplier.
Is Manufacturer#
Enable this option if the customer is a manufacturing company.This helps classify customer profiles more accurately.
Saving the Customer#
After entering the required information:The new customer will appear in the Customers table.
Viewing a Customer Profile#
To open a customer profile:1.
Navigate to General → Customers
2.
Find the customer in the table
3.
Click the View icon from the Actions column
The top section of the customer profile displays the main customer information.Commercial Registration Number
Customer Profile Tabs#
The customer profile contains the following tabs:Each tab organizes a different type of customer-related information.
The Overview tab provides a high-level summary of the customer’s project activity.It includes customer-level KPI cards and charts.Overview Summary Cards#
The Overview tab includes:Total Projects – Total number of projects linked to this customer
Open Projects – Projects that are still active or open
Closed Projects – Projects that are completed or closed
Total Weight (t) – Total weight of all projects linked to this customer
Total Surface Area (m²) – Total project surface area linked to this customer
Last Project Date – Date of the latest project created for this customer
Top Projects by Weight#
The Top Projects by Weight chart displays the customer’s largest projects based on total project weight.This helps users identify:The largest projects for a customer
Customer production volume
Weight distribution across customer projects
High-value or high-load projects
The Projects tab displays all projects associated with the selected customer.Use this tab to review customer project history and navigate to project details.The Projects tab helps teams answer questions such as:How many projects does this customer have?
Which projects are still open?
What is the latest project for this customer?
What is the total project workload linked to this customer?
The Contacts tab is used to manage people related to the customer.Use this tab to store contacts such as:Delivery or logistics contact
The Tasks tab displays tasks associated with the customer.Tasks can also be assigned to a customer through Task Manager.This is useful for customer-related actions such as:Following up on missing drawings
Requesting approval documents
Confirming delivery information
Scheduling customer meetings
Following up on commercial or technical clarifications
The Notes tab is used to record customer-related notes.Notes help preserve customer context for future reference.
The Documents tab is used to manage customer-related files.Examples of customer documents include:Commercial registration documents
Supporting project documents
To edit customer information:1.
Navigate to General → Customers
2.
Find the customer in the table
3.
Click the Edit icon from the Actions column
1.
Open the customer profile
3.
Update the required fields
Commercial Registration Number
A customer can be removed only if no projects are associated with that customer.This rule protects project history and prevents deleting customer records that are already linked to active or completed projects.Important Rule#
If the customer has one or more linked projects, Fabritec prevents customer removal.To remove a customer, make sure there are no associated projects first.
Assigning Tasks to a Customer#
Why Link Tasks to Customers?#
Linking tasks to customers helps teams:Track customer follow-ups clearly
Avoid missed communication
Keep customer actions connected to the customer profile
Support project and commercial coordination
Maintain traceability across customer-related work
From the Customers page, users can export customer data using:
Search, Filters, and Columns#
Search#
Use the search box to quickly find customers by name, email, phone, or other visible data.
Column Filters#
Column filters allow users to filter records by specific fields.Filter by active customers
Filter by last project date
Clear Filter#
Click Clear filter to remove all applied filters and return to the full customer list.
Columns#
Use the Columns button to show or hide table columns.This helps each user customize the table based on their role and daily needs.
Governance Rules#
The Customers module follows simple governance rules:1.
Customer Name is required when creating a customer.
2.
Projects linked to a customer affect customer statistics automatically.
3.
Customers with associated projects cannot be removed.
4.
Customer tasks should be managed through Task Manager for traceability.
5.
Customer records should be updated whenever contact or company data changes.
⭐ Best Practices#
Use clear and consistent customer names
Add customer codes if your company uses internal numbering
Keep email and phone details updated
Add tax and commercial registration numbers when available
Use the address field to support project and shipping coordination
Avoid duplicate customer profiles
Review customer project statistics during account reviews
Link customer-related follow-ups to Task Manager
Do not delete customer records unless you are sure they are not connected to projects
Summary#
The Customers module gives Fabritec users a structured way to manage customer profiles and connect them with real operational data.It helps teams move from scattered customer information to a controlled customer workspace where projects, tasks, notes, contacts, and documents are organized under one customer profile.By connecting customers with projects and tasks, Fabritec improves visibility, accountability, and coordination across sales, project management, production, and management teams.
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