One record per contact
Keep customers and suppliers in one place with activity history across sales, purchases, and transactions.
Apex Traders
Customer · Supplier
Recent activity
Invoice #1042 paid
Today
PO #0088 received
Yesterday
POS sale
Mar 28
What this feature helps you do
Auto-detected customer/supplier roles
Unified activity timeline
Address, tax, and contact fields
Drill-down to every document
One record per contact in practice
A contact isn't manually flagged as a customer or a supplier — the role is detected from how you actually transact with them, and a contact can carry both roles if you buy from and sell to the same business. Each record keeps address, tax, and contact details plus a unified activity timeline that pulls together every sale, purchase, and transaction tied to that party, so instead of searching invoices, purchase orders, and payments separately to answer where an account stands, it's one timeline. From that timeline you can drill down into any individual document — a specific invoice, purchase order, or payment — rather than the record being a dead-end summary. This matters most for businesses that both buy and sell with overlapping counterparties, like a trading business that's a customer to one supplier and a supplier to another.
One record per contact FAQ
Do I have to manually mark someone as a customer or supplier?
No, customer and supplier roles are auto-detected based on how you transact with the contact, and a contact can hold both roles at once.
Can I see a contact's full history in one place?
Yes, a unified activity timeline shows sales, purchases, and transactions tied to that contact.
Can I open the actual invoice or PO from a contact's history?
Yes, the activity timeline drills down into the individual document behind each entry.
Works with the rest of Overden Commerce
Overden Commerce combines this feature with the rest of your operational workflow, so your team does not have to move data between separate tools.
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