Customers & organizations
Every company and contact you deal with. This one is not optional, because a purchase order needs a supplier, an order needs a customer, and a work order needs to know who it is for. What is optional is whether you manage the relationship here or somewhere else.
- Organizations
- Companies you buy from and sell to, with their contacts and documents
- Contacts
- People, their roles, and the history against them
- Referenced everywhere
- One record the rest of the system points at, never a second copy