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.
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 Selling Settings.
To access the Customer list, go to:
\u003e Home \u003e Selling \u003e Customers
1. How to create a Customer
- 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 Customer Group. 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'.
\u003e 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.Features
General flow of transactions for a customer is as following:
\u003e Note: Customers are separate from Contacts and Addresses. A Customer can have multiple Contacts and Addresses.
2.1 Multiple Contacts and Addresses
Contacts and Addresses are stored separately so that you can attach multiple Contacts or Addresses to the customer.
2.2 Allow creation of Sales Invoice without Sales Order and Delivery Note
If the \