Overview

The Customers module is your central directory of everyone you sell to. Each customer record holds the profile, contacts, tax details, addresses and financials that the rest of the system, sales, invoicing and finance, reads from. Get a customer right here once, and every quote, order and invoice inherits the correct details automatically.

What you can do

Create and maintain customer profiles: capture business/individual type, segment, tax IDs (GSTIN/PAN), currency and addresses in one guided flow.
Keep contacts and site details: record multiple contacts (with one primary), plant/operational locations and bank accounts.
Classify and tag: organise customers by segment, sub-segment and region, add free-form tags and tenant-specific custom fields.
Control credit: set a credit limit that is enforced at order/invoice time, track outstanding receivables and aging, and place risky accounts on credit hold.
Send statements: produce a customer Statement of Account (SOA) as PDF or Excel and email it to the primary contact.
Find anything fast: filter, sort and search the list; drill into a detail page with financials, transactions and communication history.
Work in bulk: batch-send statements, deactivate, merge duplicates, and import/export the whole list.
See the full history: every customer carries an activity timeline, internal notes and audit trail.

Pages in this section

Creating and editing customers, the create flow, validation rules, editing, cloning, activate/inactivate and delete.
Contacts, plants and bank details, people, sites and payment details, plus document uploads.
Categorisation, tags and tax profile, segments, regions, tags, custom fields and multi-regime tax.
Credit limit and outstanding, credit limits, receivables, aging, credit hold and masked financial data.
Customer statement (SOA), generate, export and email statements.
Finding customers, the list, search and the customer detail page.
Bulk operations, merge and import/export, batch actions, duplicate merge and migrating data.
Activity, notes and timeline, history, badges and internal notes.

Good to know

Every customer belongs only to your organisation, you never see, and are never seen by, another tenant’s data.
Sensitive bank and credit figures are hidden from users whose role isn’t permitted to view them.
Every important change (create, edit, merge, activate/inactivate, delete) is recorded in an unchangeable audit trail.