---
title: "Actor Library (customers and suppliers)"
description: "Search, create and edit customers and suppliers in Sapera Financial."
url: https://support.sapera.io/en/articles/528-actor-library-customers-and-suppliers
collection: "POS setup"
updated: 2026-06-11
language: en
alternates: [da]
---

# Actor Library (customers and suppliers)

Search, create and edit customers and suppliers in Sapera Financial.

### What is the Actor Library?

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.

### How to access the screen

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.

### Actions in the list

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**.

### Column descriptions

**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.

### Editing an actor

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.

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**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.

](https://support.sapera.io/en/articles/142.md)[

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.

](https://support.sapera.io/en/articles/143.md)[

Actor setup

This article describes how actors are linked to organizational units via actor setup in Sapera

](https://support.sapera.io/en/articles/145.md)