# Other Actions in Customers

Reading a customer's open commitments before you promise them anything else.

The customer record is the fastest route to a question the item list cannot answer: how much of my stock is already spoken for by this account.

![A customer record with panels for the account's details, addresses and terms, and the documents raised against it, alongside an activity panel.](https://www.sorviai.com/help/inventory/customers/customer-detail.png)

*Open orders, shipments and invoices against one account, without leaving the contact.*

## On one customer

| Action | What it gives you |
| --- | --- |
| Open sales orders | What is reserved for them, and therefore unavailable to anybody else |
| Shipments | What has actually gone, and what is still in transit |
| Invoices | What has been billed, and what is outstanding |
| Attach a document | A signed delivery agreement, or their goods-in requirements |
| Deactivate | Stops them appearing in pickers without deleting their history |

> **Warning:**
>
> **Deactivate rather than delete**
>
> A customer with documents against them cannot be deleted, and should not be: the orders and shipments in their history are the record of what you sent where. Deactivating removes them from pickers and keeps the trail.

## On the list

| Filter | What it answers |
| --- | --- |
| Active | Who you can still raise orders for |
| By rate list | Everybody on one contract, when the pricing changes |
| By city or postcode | Useful when planning a delivery route |
| Export | The contact list, out to a file |

> **Tip:**
>
> **Read the account before you promise a date**
>
> A customer with three open orders has already claimed units the item list still shows you holding, and their terms tell you whether the next order should go out at all.