Zikpro - ERPNext Customer

Customer

A customer (also referred to as a client, buyer, purchaser) is a person or business that buys goods, services, products, or ideas from a seller for money. Each customer should be allocated a distinct identifier, either the customer name or an automatically allocated ID from a naming series in the Selling Settings. To access the Customer list, go to:

Home > CRM > Sales Pipeline

to

Home > Selling > customers

1.How to create a Customer

  1. Open the Customers list and then click the New button.
  2. Provide the full name of the customer.
  3. Select 'Individual' for personal consumers or 'Company' for business clients.
  4. Choose a Customer Group. The groups included by default are Individual, Commercial, Non-Profit, and Government. Alternatively, custom groups can be selected.
  5. Select the proper Territory.
  6. If this customer is linked to an existing lead, select it here.
  7. Click Save to complete.

New Customer

To prevent sales orders and invoices for this customer, select the 'Disabled' option.

**Advanced Tip:** If the customer represents one of your own companies then check 'Is Internal Customer'. Check Inter Company Invoices for more details.

You can also upload customer details via the Data Import Tool.

2.Feature

General flow of transactions for a customer is as following:

General flow

Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses.

2.1 Multiple Contacts and Addresses

Addresses and contacts are treated separately, with multiple contacts being able to be allocated to a single customer.

2.2 Allow creation of Sales Invoice without Sales Order and Delivery Note

When "Delivery Note Required" or "Sales Order Required" is turned on in Selling Settings, you can override these requirements for a specific customer by turning on the respective override options ("Allow Sales Invoice Creation Without Sales Order" or "Allow Sales Invoice Creation Without Delivery Note") in the Customer Master settings.

Allow creation of Sales Invoice without Sales Order and Delivery Note

2.3 Set Tax Withholding Category

To enable Tax Collected at Source (TCS) for qualified customers, enter the proper Tax Withholding Category in their account. This will automatically enable TCS calculations for qualified transactions. Additional information about category selection and configuration is on the Tax Withholding Category page.

2.4 Default Currency and Price List

ERPNext supports Multiple Currencies and Price Lists. You can determine the default billing currency of sales orders and invoices of this customer by specifying Billing Currency. Similarly, you can define their default price list for their sales orders and invoices by selecting the appropriate option in Default Price List.

2.5 Integration with Accounts

Unlike most accounting programs, you do not need to make a separate ledger for each customer. All customers are recorded by default in a single ledger called Debtors.

But if you need a reserved ledger for a specific customer, first create it in Accounts Receivable in the Chart of Accounts, and then assign it to the customer in Accounting.

**Advanced Tip:**Advanced Tip: ERPNext supports Multi-company Accounting. 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.

2.6 Credit Limit and Payment Terms

Set a customer's credit limit by entering the amount in the Credit Limit field. (For more information, see Credit Limit.) Choose their standard payment terms for their sale orders and invoices by selecting a template in the field Default Payment Terms Template.

2.7 Sales Team and Sales Partner

To make one or several sales persons accountable for one customer, move them to the sales team. Should you have a few salespeople, you divide their contribution ratios—ensure your percentages add up to 100%. For further information, see Sales persons in Sales Transactions.

A sales partner is an outside supplier (e.g., distributor, dealer, or agent) who helps sell your services/products on commission. If the customer is being managed through a partner, place them in the Sales Partner field and enter the Commission Rate to automatically calculate.

2.8 Loyalty Program

To put this customer in a loyalty program, simply select the program you desire in the Loyalty Program field.

2.9 View Accounting Ledger and Accounts Receivable

Click on Accounting Ledger to view all transactions for this customer.

Click Accounts Receivable to view information regarding outstanding invoices.

2.10 Set Customer Id, Default Customer Group, Territory, and Price List

You can control how uniquely customer IDs are created in the Selling Settings.

Naming Series: Utilize this option to automatically generate standalone customer IDs according to your preferred naming scheme.

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.

journal entry

You can set the default customer group, territory and price list in Selling Settings.

You can customize the Customer DocType using Customize Form tool.

  1. Customer Group

  2. Price Lists

  3. Contact

  4. Difference between Lead, Contact, and Customer

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