Customer Management

Customer management is the central entry point for managing all customers in calServer v2. Each customer has their own equipment pool. Assigning users to customers also controls who sees which equipment.

Customer Overview

The customer overview is accessible at /v2/customer. The display uses the TableMaster component with sorting, filtering, and search functions.

Field Code	Field Name	Description
K4601	Customer Number	Customer number
K4602	Customer Name	Company name of the customer
K4603	Street	Company street
K4604	City	Customer location
K4605	Country	Country code
K4606	ZIP Code	Postal code
—	Price Group	Customer segment used by price resolution

The price group is a V2 column without a V1 code; it is available in the grid through the column picker and hidden by default.

Quick Search

Using the search field in the table header, you can filter by name, city, or ZIP code. The search covers all visible columns.

Create Customer

Under /v2/customer/create, you can create a new customer. The form is rendered by the DynamicForm component and automatically validates required fields.

1. Navigate to Customers > New Customer.
2. Fill in the required fields (Name, ZIP Code, City).
3. Click Save.

Required Fields

Name (K4602) is a required field — the record cannot be saved without it. Which further fields are marked as required is decided by field management.

Assigning a Price Group

The price group is the customer segment price resolution takes its amount from. It is maintained on the customer, in the Price Group field of the create and edit form.

1. Open the customer and click Edit (or set it right when creating one).
2. Search for the group in the Price Group field and pick it.
3. Save.

To sort many customers at once, use the list: show Price Group through the column picker and set the cell per row directly in the table.

No price group, no price

A customer without a price group gets no amount from price resolution, so their order positions stay at 0.00. That is intentional — the alternative would be charging a customer without a segment some other group's price. What counts is the invoice customer of the order.

Picking a group needs price_category_view on top of customers_edit: the picker reads the group catalogue. Without that permission an already assigned group name stays readable, but cannot be changed.

Customer Detail

The detail view of a customer is accessible at /v2/customer/[id]. All master data is displayed via the DynamicDetailCard component.

Sub-Resources

The following tabs are available via the SubResourceTab component:

• Devices — All inventory items assigned to the customer
• Calibrations — Calibrations of the associated devices
• Contacts — Linked contact persons (see Contact Management)

Tenant Separation

Each customer has their own equipment pool. Devices and calibrations are automatically assigned to the respective customer. A cross-customer view is only available with the appropriate administrator permissions.

Permissions

Access to customer management is controlled through the RBAC system.

Permission	Description
customers_view	View customer list and detail view
customers_edit	Create and edit customer data
customers_delete	Delete customers
price_category_view	Additionally required to pick a group in the Price Group field

Deletion

Deleting a customer is only possible when no active devices or open calibrations are still assigned. Otherwise, the assignment must be resolved first.

Live Updates

Out of the box, the table shows other users' changes after a reload. With Pusher set up (see Configuration), it updates immediately when another user edits a customer.