| Stage | API call (some parameters omitted) |
|---|---|
| 1. create customer category |
POST /categories |
| 2. create customer |
POST /customers |
| (add addresses) |
POST /customers/<customer.code>/addresses |
|
(view contacts/users)
|
GET /customers/<customer.code>/contacts GET /customers/<customer.code>/contacts/<contact.id> POST /customers/<customer.code>/contacts PUT /customers/<customer.code>/contacts/<contact.id> |
| create order for customer |
POST /orders customer=<customer.code> |
| create job for customer |
POST /jobs customer=<customer.code> |
| view invoices |
GET /invoices Then filter your results by customer. |
| (retire customer) | Customer records become dormant, rather than retired, so that historical records remain. If you have reason to employ checks before trading with a customer, then record it in your own data. |
See also
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