Customer Reference
ERPNext Manual Page
Buttons
- Accounting Ledger
- The accounting ledger for the Customer
- Accounts Receivable
- The accounts receivable for the Customer
- Create
- A dropdown of Documents that can be created for the Customer
Dashboard
Customer Form
Top Section
- Full Name
- The customer name, in a pre-determined format. Usually this will simply be the business name, although in well-defined cases (as in the case of realtors or other franchise businesses) the format may include the Name of a Contact, such as the business owner.
- Type
- Company or Individual.
- GST Category
- A field related to non-US taxes
- Default Company Bank Account
- The Bank Account information of the customer.
- From Lead
- If the customer was converted from a Lead, the Lead with appear here.
- Account Manager
- This field can be used to assign the Customer to a User as the account manager.
- Customer Group
- Use to categorize by Comercial, Non-Profit, Government, etc.
- Territory
- Used when assigning customers to Sales People by territory.
- Tax ID
- The Customer's Tax ID
- Tax Category
- Assign the Customer to a Tax Category
- Allow Sales Invoice Creation Without Sales Order
- Allow creating a Sales Invoice without creating a Sales Order.
- Allow Sales Invoice Creation Without Delivery Note
- Allow creating a Sales Invoice without creating a Delivery Note.
- Disabled
- This field is not documented.
- Is Internal Customer
-
Check to indicate that the Customer Represents one of our internal companies.
For example, THE NALA could purchase an ad from STARSTIX, in which case THE NALA would be an internal customer.
CURRENCY AND PRICE LIST Section
- Billing Currency
- The currency to use when billing this Customer.
- Default Price List
- The Price List to use for this Customer.
- Print Language
- The language to use for printing.
ADDRESS AND CONTACT Section
- New Address
- A button for creating a new Customer Address.
- Website
- The Customer's website.
- New Contact
- A button for creating a new Contact for this Customer.
PRIMARY ADDRESS AND CONTACT DETAIL Section
Warning
If changes are made to the Document selected under "Customer Primary Contact" or "Customer Primary Address", the changes will not be reflected in the Customer Document. To fix, re-select the relevant Document.
- Customer Primary Contact
- A Link Field used to select the primary Contact from among the Contacts related to this Customer.
- Mobile No
- Read-only field: the Mobile Number of the primary Contact.
- Email Id
- Read-only field: the Email address from the primary Contact.
- Customer Primary Address
- A Link Field used to select the primary Address from among the Addresses related to this Customer.
- Primary Address
- Read-only field: address information from the primary Address.
ACCOUNTING
Holds information for separate ledgers for individual Customers (optional - by default a unified ledger named "Debtors" is used).
CREDIT LIMIT AND PAYMENT TERMS
- Default Payment Terms Template
- The default Payment Terms Template to use for this Customer.
- Credit Limit
- The Credit Limit for this Customer.
MORE INFORMATION
- Customer Details
- A scratch-pad for storing notes about the Customer.
- Market Segment
- The market segment the Customer belongs to.
- Industry
- The industry the Customer belongs to.
- Is Frozen
- This field is not documented.
LOYALTY POINTS
- Loyalty Program
- The Loyalty Program the Customer is participating in.
SALES PARTNER AND COMMISSION
- Sales Partner
- The Sales Partner associated with the Customer.
- Commission Rate
- The commission rate the Sales Partner is granted for this Customer.
SALES TEAM
- Sales Team Details
- A Table that allows associating the Customer one or more Sales Persons.