Customer master data
Sofar Customers
The single source of truth for who Sofar services and what they own. TMS tasks, CSP RMA cases, and CRM tickets all read from the same customer / site / asset graph.
In build
What this module manages
- Customer records — installers, distributors, EPC partners, direct-commercial.
- Sites — physical locations per customer, with address, country, and coordinates.
- Contacts — named people per site with role, language, reachability.
- Installed assets — every Sofar unit at every site, traceable by serial number.
Data model
- Customer
- orgId, name, kind (installer / distributor / EPC / direct), countryId, externalRef
- CustomerSite
- customerId, name, address, city, postcode, countryIso2, lat, lng
- Contact
- siteId, name, role, email, phone, locale
- Asset
- siteId, productId, serialNumber, installedAt, commissionedAt, warrantyUntil, firmwareVersion
API surface
Read endpoints already live — this module extends them with write:
GET /api/customersGET /api/customers/:idPOST /api/customersPATCH /api/customers/:idGET /api/customers/sitesPOST /api/customers/sitesPATCH /api/customers/sites/:idGET /api/customers/assetsPOST /api/customers/assetsPATCH /api/customers/assets/:id
Who reads this
TMS links a task to a Site and an Asset. CSP creates an RMA against an Asset. Tickets and the Thulium integration resolve customer-reported email addresses into the right Site and installed Asset automatically.
Integrates with
Sofar TMSSofar CSPSofar TicketsSofar ProductsHuiLianYi OA