Adding and managing customers

In Brine, you rarely add a customer by hand. Your customer records — the companies you sell to, their people, and their delivery addresses — mostly build themselves from the data you already have, and Brine keeps them up to date for you. When you do add one, a name or an org number is usually all it takes.

Where your customers come from

Most records arrive on their own, from the sources you already use:

• Imported from your ERP — bring your whole customer list over from Fortnox in one pass. See Import your customers and products.
• Built from incoming orders — when an order arrives from a company Brine hasn't seen, Brine creates the record and starts filling in the contact and delivery address from the order itself.
• Enriched automatically — behind the scenes, Brine's enrichment pipeline fills in the details — company name, org and VAT number, address — and keeps them current as things change.

You end up with clean, complete records without a data-entry project.

Adding a customer yourself

When you do need to add one by hand, Brine asks for as little as possible:

• Have the org number? Enter it and Brine looks up the company and fills in the rest.
• Only know the name of the company or location? That's enough to create the record — Brine finds and completes the details from there.

Either way you start from a filled-in record, not a blank form, and you can adjust anything you like.

People and addresses build up over time

A company is more than a name. As orders come in, Brine adds the people who place them and the delivery addresses they ship to, linking each to the right company. Those connections are what let Brine resolve "the usual order to the main warehouse" without stopping to ask — the more complete a company's people and addresses, the less Brine has to check with you. The assistant leans on this too; see Working with the Brine assistant.

Always up to date

Because your records stay linked to your connected ERP, they don't drift. Change a customer in Fortnox and Brine picks it up; change it in Brine and it's sent back. You keep one set of customer records, current in both places.