Customers

The Customers section allows organizations to define and manage the customers they work with within the Carbondeck platform. Companies that purchase products or services from the organization can be added here, enabling the customer side of the value chain to be structured within the system.

Last updated 17 days ago

Customer records created in this section help organizations define the customer actors within their value chain and associate these entities with operational data across the platform.

Customer List

On this screen, all customers associated with your organization are displayed under the Customer List table.

The following information is available for each customer in the list:

Customer – Customer company name
Country – The country where the customer is located
Activity – The customer’s main business activity
Tags – Tags assigned to the customer
Created Date – The date the customer record was added to the system
Status – The customer’s status within the system
Options – Action menu for customer-related operations

Adding a New Customer

To create a new customer record, use the Add Customer option.

In the form that appears, basic information about the customer can be entered to create the record. The main fields in the form include:

Field	Description
Legal Name*	The official legal name of the customer company.
Display Name*	The shortened name used to display the customer within the platform.
Customer Type	Defines the type of relationship with the customer.
Activity	The primary business activity of the customer.
Sector Code	Industry classification code representing the customer’s sector.
Country*	The country where the customer is located.
City*	The city associated with the customer's address.
Address	Detailed address information of the customer.
Tax Number	The official tax identification number of the company.
Tax Office	The tax office where the company is registered.
Registration Number	Official company registration number.
Company Website	The official website address of the company.
Tags	Labels used to categorize and organize customers within the platform.
Contact Name	The primary contact person for the customer.
Contact Email	Email address of the contact person.
Contact Phone Number	Phone number used to reach the contact person.

(* marked fields are mandatory)

After completing the required fields, click the Save button to create the customer record. Once the process is completed, the new customer is automatically added to the Customer List.

You can use the tagging system to categorize customers. To add a new tag, enter the tag name in the Customer Tag field and save it.

Automatic Customer Detection with AI

When AI-powered data upload methods are used, the system can analyze uploaded documents (such as invoices) and automatically detect customer information.

If a customer identified in the uploaded data does not already exist in the system, Carbondeck can automatically create a new customer record and display it in the Customers list.

This feature reduces manual data entry and allows the customer list to grow automatically as more operational data is uploaded and processed.

Importing Customers in Bulk

Customers can also be added to the system in bulk using the Import Customer option.

To import customers:

Click Import Customer.
Download the Excel template provided by the system.
Fill in the customer information according to the template format.
Upload the completed file to the system.

This method allows multiple customer records to be added to the platform quickly.

The uploaded file can also be viewed on the Uploaded Files screen under the Activity Data section.

Customer Actions

Each customer has an options menu (…) located on the right side of the Customer List.

By clicking this menu, you can perform the following actions:

Edit – Allows you to update customer information. After making the necessary changes, click Save to apply them.
View customer details – Displays all detailed information related to the selected customer.
Delete – Removes the customer from the system.

Deleting a customer requires confirmation and cannot be undone once the action is completed.

Customer Detail Page

Customer Detail Page

When you click View customer details, all information related to the selected customer is displayed in detail.

The following information is available on this page:

Basic Information – legal name, sector, activity, address
Contact Information – contact person, email, phone
Legal Information – tax number, tax office, registration number
Administrative Information – created by, creation date, and update details

From this screen, you can update the customer using the Edit Customer button or remove the customer using the Delete button.

The deletion process requires confirmation and cannot be undone once completed.