# Owner records A React block (a whole screen) in [Beamline](https://beamline.io/)'s [Inventory](https://beamline.io/components/apps/inventory) app. Live demo: https://beamline.io/components/owner-records Who a customer is and what they own, at the front desk. New customer: name, phone and email checked as typed against existing customers; each likely match with its contact, vehicles and since when, and why (same phone or same email on warning, similar name on info); use the match, or create anyway with the reason chosen and kept. Vehicle: found by plate and region or by VIN (17 characters counted, I, O and Q refused); decoded year, make, model and engine, partly unknown said; already on this account (success), on file for someone else (a transfer said with how long and how many orders, on warning, history moving with it), or new; Link or Transfer. Fleet account: who's billed, how many vehicles and how many without a driver (warning); each vehicle's plate, model, driver and open orders (info); its menu changes the driver or moves it out of the fleet, confirmed with what happens to open orders; history kept. ## Use it for - Adding customers without creating duplicates, with the reason kept when someone looks alike. - Linking an asset (a vehicle, a device) to its owner, including transfers, and managing a business account's assets. ## Not for - Merging records that are already duplicated. - A technician's repair order ([job-card](https://beamline.io/components/job-card)). ## Anatomy - header: the tool's mark, the view's title, New customer / Vehicle / Fleet account - new customer: name, phone, email; why it's someone else; Create; the likely matches with why, the likeliest offering Use this customer at rest and the others on attention - vehicle: who it links to, find by plate or VIN, Look up; what it is and whose it is; Link or Transfer - fleet: the account, who's billed, counts; each vehicle with driver and open orders, its menu, the driver picker or move-out confirm, history ## States - no matches, matches by phone, email or name, create anyway with a reason, created - vehicle new, partly decoded, already this owner's, someone else's (transfer), linked, transferred, refused - fleet driver changed, moved out, refused with open orders; no fleet account - phone: one column - right to left: mirrored; plates and VINs stay left to right - reduced motion: through the tokens ## Keyboard - Tab through the view switch, the fields, each match's Use this customer, Look up, Link, and each vehicle's menu (Enter opens it) ## Motion Nothing runs at rest. ## Props | Prop | Type | Default | Description | | --- | --- | --- | --- | | `findMatches` (required) | `(q: { name: string; phone: string; email: string; }) => CustomerMatch[]` | — | Likely matches for what's typed so far. | | `onUseCustomer` (required) | `(c: Customer) => void` | — | | | `onCreateCustomer` (required) | `(req: { name: string; phone: string; email: string; reason: string \| null; }) => Promis…` | — | | | `owner` (required) | `Customer` | — | Who a vehicle is being linked to. | | `regions` (required) | `{ value: string; label: string; }[]` | — | | | `onLookup` (required) | `(q: { plate: string; region: string; } \| { vin: string; }) => Promise` | — | | | `onLinkVehicle` (required) | `(req: { vehicleId: string \| null; ownerId: string; transfer: boolean; decoded: { year: …` | — | | | `fleet` (required) | `FleetAccount \| null` | — | | | `onFleetChange` | `((f: FleetAccount) => void)` | — | | | `onFleetAction` (required) | `(a: FleetAction) => Promise<{ fleet: FleetAccount; } \| { refused: string; }>` | — | | | `defaultView` | `"customer" \| "fleet" \| "vehicle"` | — | | | `defaultCustomer` | `{ name: string; phone: string; email: string; }` | — | | | `defaultLookup` | `{ plate: string; region: string; } \| { vin: string; }` | — | | | `product` | `string` | — | | | `className` | `string` | — | Classes on the documented visual root; no override by default. | | `style` | `CSSProperties` | — | Inline styles on the documented visual root; no overrides by default. | | `ref` | `Ref` | — | Receives the documented native target or imperative handle; omitted by default. | ## Built from - [Alert](https://beamline.io/components/alert.md) - [Avatar](https://beamline.io/components/avatar.md) - [Button](https://beamline.io/components/button.md) - [Dropdown menu](https://beamline.io/components/dropdown-menu.md) - [Input](https://beamline.io/components/input.md) - [Label](https://beamline.io/components/label.md) - [Radio group](https://beamline.io/components/radio-group.md) - [Segmented control](https://beamline.io/components/segmented-control.md) - [Select](https://beamline.io/components/select.md) - [Spinner](https://beamline.io/components/spinner.md) - [Text morph](https://beamline.io/components/text-morph.md) - [Tooltip](https://beamline.io/components/tooltip.md) ## Dependencies `lucide-react` ## Import ```tsx import { OwnerRecords } from "@beamline/owner-records"; ``` ## Get it Owner records is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect) ## More in Inventory - [Stock count](https://beamline.io/components/stock-count): A shelf counted. Count: the products on it with counted units, not counted (an empty field that changes nothing) kept apart from a counted zero, expected… - [Inventory counts](https://beamline.io/components/inventory-counts): Recurring stock counts from plan to shelf: a phone-first count of one occurrence where an untouched part reads not counted and a zero reads counted, none… - [Goods receiving](https://beamline.io/components/goods-receiving): Goods received against purchase orders and invoices. Cards grouped by purchase order or invoice, each line once whichever way (a line keeps both sources… - [Purchase order desk](https://beamline.io/components/purchase-order-desk): Purchase orders for stock from draft to closed. The list of orders with status (ready for review on warning, approved, ordered and partly received on… - [Restock desk](https://beamline.io/components/restock-desk): Restocking from suppliers' own shops. Items low on stock (below the minimum on danger, at it on warning, unknown said) beside the chosen item with how… - [Stock alerts](https://beamline.io/components/stock-alerts): Alerts on stock counts and expiry dates. Counts of alerts gone off (danger) and close (warning) in the header. A table: item and type, the rule in words… - [Inventory finder](https://beamline.io/components/inventory-finder): Find stock and act on what's found. A rail of filters: name or SKU; folders with or without their subfolders (folders the person can't see said as not… - [Item setup](https://beamline.io/components/item-setup): Setting items up for scanning and records. Barcodes: scanned codes waiting to be linked, each with its symbology, when and who; Look it up brings a… - [Bulk item edit](https://beamline.io/components/bulk-item-edit): Many items corrected at once. Pick a folder, with its subfolders or not (fixed once anything is edited), up to a limit said. The items in a grid: name… - [Kit builder](https://beamline.io/components/kit-builder): A kit (bundle) made of standalone products, and how many its parts' stock can make. Sell as a kit; the parts in one kit with units per kit, removable… - [Serial allocation](https://beamline.io/components/serial-allocation): A receipt line's serial numbers. Serials generated from a first serial and how many (its digits counted up, padding kept; a first serial without digits… - [Stock moves](https://beamline.io/components/stock-moves): Where stock went, and moving it. The ledger lists movements newest first: moves on info, stock added on success, stock taken out on warning; each with… - [Scan station](https://beamline.io/components/scan-station): A warehouse scanner, phone-first. Home: one scan field that also takes typing (and says so when the scanner isn't connected), each code named as what it… - [Pack station](https://beamline.io/components/pack-station): A packing bench. Scanner, scale and printer each said, on the warning tone when away. Find the shipment by scanning or typing its number (none found… - [Shipment split](https://beamline.io/components/shipment-split): An order's lines split across shipments. A table of lines with what was ordered and a column per shipment (new ones marked); a line already shipped can't… - [Route plan](https://beamline.io/components/route-plan): A day's delivery routes in the service's zone. The day at a glance: routes, routes without a driver (warning), stops running late (danger), stops done… - [Job materials](https://beamline.io/components/job-materials): Materials sent out to jobs and pick lists. Jobs: the list (draft, active on info, completed on success) beside the chosen job with its site, dates (the… - [Service tasks](https://beamline.io/components/service-tasks): A fleet shop's maintenance setup. Tasks: active and archived, searchable, main tasks and their subtasks told apart in words, archiving refused while… - [Sample storage](https://beamline.io/components/sample-storage): Where physical items are kept (rooms, freezers, shelves, racks, boxes) and acting on several at once. The storage tree is browsed apart from moving: Move… - [Sample ledger](https://beamline.io/components/sample-ledger): Materials used in a record and the containers they came from, plus pooling. Subtracting a used amount writes a stock movement with its unit and the… Part of [Beamline UI: polished, editable React components and complete screens for custom applications](https://beamline.io/). [Build your own style from any look; tokens, fonts, radii, motion; not only colours](https://beamline.io/docs/customize).