> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/documentation/sales/customer/customer-overview.md).
# Customer Overview
**Sales / Customers / Overview**
The Customer Overview page is crafted to make the management of customer information as straightforward as possible, providing you with quick insights that help tailor your approach to meet each customer's needs and enhance their satisfaction.
Beside editing and viewing general information, you can also access the Portal Settings on the customer dashboard. This section allows you to tailor service delivery and management settings to meet the specific needs of each customer. From order authorization to enabling advanced functionality like automation and billing modules.
* **Grant Order Authorization**: This setting allows customers to place orders on their own through the portal. After placing an order, it waits for approval from an administrator or automated system before proceeding.
* **Confirm All Orders Automatically**: When enabled, this setting removes the need for manual approval of orders. Once a customer places an order, it's automatically approved and moved forward for processing, streamlining the workflow.
* **Inherit the Global Marketplace**: This option gives customers access to all the services that you have available globally. By enabling it, customers can see and order any service you've listed in the global marketplace through their portal.
* **Allow Pre-orders**: If you have services that aren't immediately available, this setting lets customers order them in advance. Enabling pre-orders also automatically involves warehouse logistics to handle the inventory and future delivery.
* **Warehouse Enabled**: This setting lets customers manage their services more dynamically. They can order and return services to and from a dedicated warehouse, which helps with managing service availability and returns efficiently.
* **HR-Sync Enabled**: By enabling HR-Sync, customers can integrate their HR or identity management systems with the portal. This syncs up their organizational structure automatically, which is useful for managing services according to different departments or roles. Note that this feature might come with additional licensing costs.
* **Automation Module Enabled**: This module is for customers who need to automate their workflows. It allows the integration of third-party systems and the creation of custom workflows and approval processes, automating routine tasks and enhancing efficiency.
* **Internal Inventory Module Enabled**: This allows customers to manage their internal inventory directly from the portal. They can keep track of their assets and even offer their internal services to others via the marketplace.
* **Billing & Invoicing Module Enabled**: When this module is active, the portal automatically generates and manages invoices for the services used by the customers. If it's disabled, the billing section won’t be visible to the customers, and no automated invoicing will be done.
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