Retail customers

One customers table, two views: every customer row carries a channel flag (oem / retail / both). This screen shows retail + both; Sell → Customers shows oem + both. Same data underneath — a kedai that grows into an OEM buyer just flips to both and keeps its whole history.

6 customers in the retail view

Name	Phone	Area	Channel	Usual products	Orders	First order	Last order	Status
			B2B e-invoice					—
OEM customers (Roy KL Trading, Yes Global, Al Insan Sempurna, …) live in Sell → Customers — same customers table underneath, different view scope: that screen filters channel ∈ {oem, both}, this one channel ∈ {retail, both}. Herbs & Health PJ appears in both views.

Project Gaia — static mockup in Filament v3 idiom. No backend. Retail module; customer data shared with OEM underneath (channel-flagged), screens separated.

Retail customers — field manifest

Field	Filament component	Type	Source	FK target
Name / Phone / Area	TextColumn	stored	stored: customers — ONE table shared with OEM (Sell → Customers reads the same rows). No retail_customers table exists	customers
Channel	Badge + SelectFilter	enum oem / retail / both	stored: customers.channel. THIS resource scopes channel ∈ {retail, both}; Sell → Customers scopes channel ∈ {oem, both}. channel=both also flips e-invoicing to per-sale B2B	—
Usual products	TextColumn, derived	derived	most-frequent variants from this customer's sale-line history (shared engine with the CRM book)	retail_sale_lines
Orders / First / Last order	TextColumn, derived	aggregate	count / min(date) / max(date) over retail_sales for the customer	retail_sales
Status	Badge, derived	flag	Active, or DUE TO REORDER when now > last_order + 1.5× cadence — same derived rule as Retail CRM, no status field stored	—
+ Customer (slide-over)	CreateAction slideOver()	form	creates: customers (display_name, phone, area, channel enum oem/retail/both, terms, b2b_einvoice, notes) — same table Sell → Customers writes; creation here defaults channel=retail. No price fields: price memory builds from confirmed sales, floor lives in variant_prices	customers

Engine notes

Shared-data doctrine: ONE customers table (channel enum oem / retail / both) and ONE variant_prices table — data shared, views scoped. What separates Retail from Sell: screens, numbering series (RS- vs SO-), CRM shape (book vs pipeline), e-invoicing path (consolidated vs per-order).
Promoting a retail customer to OEM = set channel to both. History, price memory and cadence carry over — nothing is copied or re-entered.
Walk-in is a pseudo-customer (null FK on the sale): counted in sales, excluded from the book, no price memory kept.

Customer

Not saved

Display name *

The one required field.

Phone

Area

Channel

ONE customers table shared with OEM. both = also visible in Sell → Customers and gets a per-sale B2B e-invoice instead of joining the monthly consolidation. A kedai that grows into OEM just flips to both and keeps its history.

Payment terms

B2B e-invoice

Routes e-invoicing per sale via QBO. Auto-on (and locked) when channel = both.

Notes

No price fields here — price memory builds itself from confirmed sales; the floor lives in variant_prices (owner-edited in Sell → Price lists).