Contacts, plants and bank details
Contacts
Section titled “Contacts”A customer can have as many contacts as you need, each with a name, designation, email and phone.
- Add, edit or remove contacts from the customer record.
- One primary contact at all times. Marking a new contact as primary automatically unmarks the previous one. The primary contact is who receives the customer statement.
- At least one contact must always remain, you cannot remove the last one.
- Each contact has a portal-login flag you can set now. This simply records who should get portal access in future; it does not grant any login today.
Plants and operational locations
Section titled “Plants and operational locations”Manufacturing customers often ship to several sites. Record each plant / operational location with its own name, address, GST ID and contact so dispatch, GST and the right point of contact are correct per site.
- Add multiple plant locations to a single customer.
- Each plant’s GST ID is validated for correct GSTIN format.
- Plants appear on the customer detail page and can be selected as a shipping target when you raise a transaction.
Bank details
Section titled “Bank details”Store the customer’s bank accounts for refunds and reconciliation. Capture:
- Bank name and branch
- Account number
- IFSC
- SWIFT
- Account type
The IFSC is validated: an invalid code is rejected. Bank details are masked for users whose role isn’t permitted to view bank data (see Credit limit and outstanding for how masking works).
Documents
Section titled “Documents”Attach supporting files, agreements, certificates and similar, directly to the customer.
- Open the customer and go to its documents area.
- Upload a file. The file type and size are checked; unsupported types are rejected.
- List, download or delete documents as needed.
Documents belong only to your organisation and are access-controlled.