Customer
A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.
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A customer, who is sometimes known as a client, buyer, or purchaser is the one who receives goods, services, products, or ideas, from a seller for a monetary consideration.
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Every customer needs to be assigned a unique id. Customer name itself can be the id or you can set a naming series for ids to be generated in .
To access the Customer list, go to:
Home > CRM > Sales Pipeline
Or
Home > Selling > Customers
Go to the Customer list and click on New.
Enter Full Name of the customer.
Select Individual if the customer represents an individual or Company if the customer represents a company in Type field.
Select a . Individual, Commercial, Non Profit and Government are available by default. You can create additional groups if you need.
Select the Territory.
If the customer is being created against a lead, you can select the same in From Lead field.
Save.
You can disallow sales orders and sales invoices against a customer by clicking on 'Disabled'.
Advanced Tip: If the customer represents one of your own companies then check 'Is Internal Customer'. Check for more details.
You can also upload customer details via the .
General flow of transactions for a customer is as following:
Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses.
You can set the default currency to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Billing Currency.
Similarly, you can set the default price list to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Default Price List.
Unlike many accounting software, you need not create a separate accounting ledger for each customer. By default a unified ledger named Debtors is created.
Click on Accounting Ledger button to view all accounting transactions with the customer.
Click on Accounts Receivable button to view the details of all outstanding invoices.
Naming Series: If you would like a unique id to be generated for each customer based on the naming series select 'Naming Series' in Customer Naming By.
Customer Name: If customer name itself should be used as an id then select 'Customer Name' in Customer Naming By. In this case, if you create two customers with identical names, - 1 will be suffixed to the second customer.
and are stored separately so that you can attach multiple Contacts or Addresses to the customer.
If the "Delivery Note Required" or "Sales Order Required" option is configured as "Yes" in , it can be overridden for a particular customer by enabling the "Allow Sales Invoice Creation Without Sales Order" or "Allow Purchase Invoice Creation Without Delivery Note" in the Customer Master.
You can set the Tax Withholding Category to set up TCS against eligible customers. For more information, visit the page.
ERPNext supports and .
However if you specifically need a separate ledger for a customer, first create the ledger under Accounts Receivable in the and then add it in ACCOUNTING section of the customer.
Advanced Tip: ERPNext supports . You can use the same customer records in multiple companies. Since an accounting ledger is company specific, you need to select the company and the corresponding ledger in ACCOUNTING section if you decide have separate accounting ledger for a customer.
You can set the credit limit by entering the amount in 'Credit Limit' field. Read for more details.
You can select the default to be applied in sales orders and sales invoices in 'Default Payment Terms Template' field.
If you have one or more to manage the sales to the customer, you can add them in SALES TEAM section. If multiple sales person are involved you can split the contribution among them. Make sure that the sum of all sales persons contribution equals to 100%.
Check for more details.
A is a third party distributor / dealer / commission agent / affiliate / reseller who facilitates your products/services sales, for a commission. If you sell your products/services to the customer through a sales partner you can set it in 'Sales Partner' field and mention the 'Commission Rate' for calculation of commission.
If you would like offer a to the customer, select the same in Loyalty Program field.
You can set how a unique id should be generated each the customer in .
You can set the default customer group, territory and price list in .
You can customize the Customer DocType using tool.
