Customer

ERP Documentation ::

Customer

Customer Form ::

The Customer Form is used to store and manage all customer-related information in ERPNext.

A Customer record is linked with many documents such as Sales Orders, Quotations, Delivery Notes, Invoices, Projects, and more. So it is very important that all fields are filled correctly.

1. First Section: Basic Information

Salutation : Link, Only appeared if  “Customer Type” not equal to “Company

Salutations  like Mr., Ms., Dr., etc.

Customer Name

Full legal name of the customer

Customer Type : it has below mentioned options,

Individual,

Company

Partnership  

Customer Group: Link,Used to categorize customers

Territory: Link, Region/area of the customer.

Gender: Link, Only appeared if  “Customer Type” equal to “Individual”

From Lead / From Opportunity / From Prospect

Auto-link if the customer was created through Lead, Opportunity, or Prospect.

Account Manager

Employee responsible for handling this customer.

2. Defaults Section:

Billing Currency

Default currency in which the customer will be billed.

Default Company Bank Account

The system will pick this bank account by default in transactions.

Default Price List

Price list that will be used automatically for this customer.

3. Internal Customer Section

Is Internal Customer

Tick if the customer is created for internal company-to-company transactions.

Represents Company

Select the internal company that this customer represents.

Allowed to Transact With

List of companies allowed to transact with this customer.

4. More Information Section

Market Segment

Link, Industry classification.

Industry

Specific industry type.

Website

Customer's website.

Print Language

Language for printed documents.

Customer Details

Additional notes or important information.

5. Address & Contact Section

Customer Primary Address

Main address of the customer.

Primary Address (Text)

Readable address text., All Address related to customer will appear here

Customer Primary Contact

Main contact person.

Mobile No

Autofill, Mobile number of the primary contact.

Email ID

Autofill, Email of the primary contact.

Address and Contact sections update automatically when linked.

6. Tax Details Section

GSTIN / UIN

Customer GST number.

PAN

Permanent Account Number.

GST Category

Registered, Unregistered, Overseas, SEZ, etc.

Tax ID

Additional tax identifier if applicable.

Tax Category

Tax rules that apply to this customer.

Tax Withholding Category

TDS/TCS category.

7. Accounting Section

Default Payment Terms Template

Payment terms such as "Immediate", "30 Days", etc.

Credit Limit

Credit amount limit approved for this customer.

Accounts

Receivable accounts linked to this customer.

8. Sales Team Section

Sales Team

Sales users responsible for this customer.

Sales Partner

Business partner linked to this customer.

Commission Rate

Commission percentage for partner.

9. Settings Section

Allow Sales Invoice Creation Without Sales Order

If enabled, invoices can be created directly.

Allow Sales Invoice Creation Without Delivery Note

If enabled, invoice can be created without delivery.

Is Frozen

If checked, the customer cannot be used in any transaction.

Disabled

Marks customers as inactive.

10. Portal Users Section

Customer Portal Users

Users who can log into the ERP portal to view customer-related details.

(Currently not used.)