The Actor Library is the central screen where you manage actors — typically customers and suppliers — in Sapera. The screen shows a searchable, filtered list, and you can create, edit, archive and delete actors directly from here.
Each actor type (e.g. Customers or Suppliers) is shown as a separate menu item with its own list. The columns in the list are automatically adapted to the relevant actor type.
From the hamburger menu in the top-left corner of Sapera, open Financial. In the left menu, select Sales, and here you find one menu item per enabled actor type, e.g. Customers or Suppliers. Only actor types that are enabled in the setup are shown in the menu.
If you cannot see the menu item, you probably do not have permission to access it. Contact support.
You can select one or more rows with the checkbox on the far left and then use the action buttons in the toolbar:
New creates a new actor of the selected type.
Edit opens the edit form for the selected actor.
Delete deletes the selected actor. The system checks whether the actor is in use before deletion is allowed.
Archive archives the selected actor, so it is removed from the active list but retained in the system.
Unarchive restores an archived actor to active status.
Export generates a report of the selected actors (shown only for actor types that support report export).
You can search the list via the search field in the top-right corner. The list can be filtered by Status (e.g. only active actors are shown by default) and by Created by, Created date, Updated by and Updated date.
Name shows the actor's identification name.
Status shows whether the actor is active, archived or deleted.
Enabled is shown only for actor types that support enabling/disabling, and indicates whether the actor is enabled or disabled.
Created by and Created date as well as Updated by and Updated date are hidden columns by default and can be enabled via the column selector.
Additional columns may be shown depending on the setup for the specific actor type.
When you open or create an actor, an edit form is shown. The form contains fields depending on the actor type and the setup. Typical fields are:
First name, Last name and Middle name for person actors.
Organization name and VAT number for organization actors.
Email addresses, Phone numbers and Addresses.
Bank account details including IBAN and BIC/SWIFT for suppliers.
User account can be linked to an actor if the actor type supports user management.
The form may contain custom fields defined in the setup.
Want to know more?
Read more in these related articles:
Customers
How to use the customer register in Sapera – customer list with columns, filters and bulk actions, create and edit customer cards for private and business customers, all tabs on existing customers, the Customer setup dialog and merge customers.
Suppliers
How to use the supplier register and supplier cards in Sapera: list view with filters and actions, create and edit a supplier, all tabs on the card (Postings, Purchase orders, Receipts, Purchase invoices, Stock archive, Notes, Attachments, Discounts, Sent emails, Actor info) as well as Supplier setup and SEO setup.
Actor setup
This article describes how actors are linked to organizational units via actor setup in Sapera
