To access the Customer list, go to: > Home > CRM > Sales Pipeline

Or

> Home > Selling > Customers

1. How to create a Customer

1. Go to the Customer list and click on New.
2. Enter Full Name of the customer.
3. Select Individual if the customer represents an individual or Company if the customer represents a company in Type field.
4. Select a Customer Group. Individual, Commercial, Non Profit and Government are available by default. You can create additional groups if you need.
5. Select the Territory.
6. If the customer is being created against a lead, you can select the same in From Lead field.
7. Save.

You can prevent sales orders and sales invoices from being processed for a customer by toggling the ‘Disabled’ option.

Advanced Tip: If the customer represents one of your internal companies, mark the ‘Is Internal Customer’ checkbox. Refer to ‘Inter Company Invoices‘ for further information.

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

2. Features

 

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 to allow for the attachment of multiple contacts or addresses to the customer.

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

If the “Delivery Note Required” or “Sales Order Required” option is set to “Yes” in Selling Settings, it can be overridden for a specific customer by enabling the “Allow Sales Invoice Creation Without Sales Order” or “Allow Sales Invoice Creation Without Delivery Note” in the Customer Master settings.

2.3 Set Tax Withholding Category

You can establish Tax Withholding Categories to apply TCS (Tax Collected at Source) for eligible customers. For further details, please refer to the Tax Withholding Category page.

2.4 Default Currency and Price List

BizCentric facilitates Multiple Currencies and Price Lists.

You can assign the default currency for this customer in sales orders and sales invoices by choosing the appropriate currency under Billing Currency.

Similarly, you can specify the default price list for this customer in sales orders and sales invoices by selecting the appropriate list under Default Price List.

2.5 Integration with Accounts

Unlike many accounting software, you don’t need to create a separate accounting ledger for each customer. By default, a unified ledger named “Debtors” is created.

However, if you specifically require a separate ledger for a customer, first create the ledger under Accounts Receivable in the Chart of Accounts, and then add it in the ACCOUNTING section of the customer.

Advanced Tip: BizCentric supports Multi-company Accounting. You can utilize 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 the ACCOUNTING section if you decide to have a separate accounting ledger for a customer.

2.6 Credit Limit and Payment Terms

You can establish the credit limit by inputting the amount in the ‘Credit Limit’ field. Refer to the ‘Credit Limit‘ section for further information.

You can designate the default payment terms to be utilized in sales orders and sales invoices by selecting the appropriate template in the ‘Default Payment Terms Template’ field.

2.7 Sales Team and Sales Partner

If you have one or more Sales Person responsible for managing sales to the customer, you can add them in the “Sales Team” section. If multiple salespersons are involved, you can allocate their contributions accordingly, ensuring that the total contribution equals 100%.

A Sales Partner refers to a third-party distributor, dealer, commission agent, affiliate, or reseller who assists in the sales of your products/services for a commission. If you sell your products/services to the customer through a sales partner, you can specify this in the “Sales Partner” field and indicate the commission rate for commission calculation purposes.

2.8 Loyalty Program

If you wish to provide a Loyalty Program to the customer, you can choose the appropriate option in the Loyalty Program field.

2.9 View Accounting Ledger and Accounts Receivable

Click on Accounting Ledger button to view all accounting transactions with the customer.

Click on Accounts Receivable button to view the details of all outstanding invoices.

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

You can determine how a unique identifier should be generated for each customer in Selling Settings.

1. Naming Series: If you prefer a unique identifier based on a naming series for each customer, choose “Naming Series” in the Customer Naming By option.
2. Customer Name: If you want to use the customer’s name itself as the identifier, select “Customer Name” in Customer Naming By. In this scenario, if you create two customers with the same name, a numeric suffix will be added to differentiate them (e.g., -1 will be suffixed to the second customer).

Additionally, you can specify the default customer group, territory, and price list in Selling Settings. Moreover, you have the option to customize the Customer DocType using the Customize Form tool.

3. Related Topics

1. Customer Group
2. Quotation
3. Price List
4. Contact