Customers Overview
What is the Customers Module?
The central hub for managing all customer information, tracking business relationships, and maintaining essential details required for sales transactions, invoicing, and compliance.
Who Uses This?
Sales Teams
Create and update customer profiles for order processing and quotations
Finance Teams
Manage payment terms, credit limits, and customer accounting information
Business Owners
Monitor customer base, track types, and analyze relationships
Operations Teams
Access shipping addresses and delivery information for fulfillment
Key Features
Complete Profile Management
Business and Individual customers with separate handling for B2B and B2C
Multiple address types including billing addresses and shipping locations
Contact management with primary contacts and phone numbers
Status tracking to manage active and blocked customers
Compliance and Accounting
GST registration with type classification (Regular, Composition, Consumer)
Tax number management including PAN for businesses
Payment terms configuration with Net 30, Net 60, or custom terms
Currency selection for international customers
How It Works
Typical Workflow
- Create Customer - Add basic details, contact information, and customer type
- Configure Accounting - Set payment terms, currency, and tax details
- Add Addresses - Define billing and shipping locations with GST details
- Bank Details - Optional bank information for customer payments
- Attach Documents - Upload PAN, COA, contracts, or other relevant files
- Process Transactions - Create quotations, sales orders, and invoices
Customer Information Sections
Basic Information
Captures essential customer identity and contact details including customer ID, name, type (Business/Individual), GST number, company legal name, contact number, email, and primary contact person.
Accounting
Manages financial aspects like PAN number, currency preference, payment terms (Net 30, Net 60, etc.), and TDS applicability for tax withholding.
GST & Billing Address
Stores GST registration type (Regular, Composition, Consumer), GST number, and multiple billing addresses with full location details.
Shipping Address
Maintains delivery locations with address type, city, state, and zip code for order fulfillment.
Bank Details
Optional section for customer bank account information including beneficiary name, account type, IFSC code, bank name, and account number.
Documents
Attachment repository for customer-related documents like PAN card, Certificate of Authorization (COA), contracts, and other compliance documents.
Customer Views
List View
Browse all customers in a searchable data grid showing customer ID, name, contact number, email, customer type, status, tax number, tax treatment type, and quick action buttons.
Detail View - Overview Tab
Displays complete customer profile with all information sections in collapsible panels for easy navigation and quick reference.
Detail View - Statement Tab
Shows financial account summary with opening balance, invoiced amount, amount received, and balance due. Includes detailed transaction history with date, transaction type, details, amount, payments, and running balance. Filter by time periods (Today, This Week, This Month, This Quarter, This Financial Year, Yesterday).
Detail View - Transaction Tab
Consolidated view of all business transactions organized by type including Sales Orders, Invoices, Quotations, Delivery Challans, and Payments Received with counts and quick access to each transaction list.
Getting Started
| Task | Guide | Time Required |
|---|---|---|
| Add New Customer | How to Add Customer | 5 minutes |
| View Customer Details | How to View Customer | 2 minutes |
| Edit Customer Information | How to Edit Customer | 3 minutes |
Related Sections
- Quotations - Create quotes for customers
- Sales Orders - Process customer orders
- Invoicing - Generate invoices
- Payment Received - Record customer payments
Quick Tips
Best Practices
Always verify GST numbers before creating customer records to avoid compliance issues during invoicing.
Use meaningful customer IDs that help identify the customer type or region for easier searching and reporting.
Keep shipping addresses updated to prevent delivery delays and ensure smooth order fulfillment.
Need help? Contact support at support@bizconnekt.com