Customers Listing and Overview
The Customer View is the complete profile for one client — identity, contacts, credit settings, tax configuration and accounting mappings in a single layout. It is what you check before processing anything of value against the account.
Where to find it
Open any customer from the Customers List.
Administrative Actions
| Action | What it does |
|---|---|
| Edit | Modify the master data. |
| + Add New Customer | Create a fresh record. |
| Resend Welcome Email | Send account credentials or a welcome greeting to the customer's registered address. |
Name and Address
| Field | Description |
|---|---|
| Customer Reference | The unique code tracking this customer across the system. |
| Customer Name | The legal name appearing on tax invoices and quotations. |
| Customer Short Name | The trade alias used in search and dropdowns. |
| Address | The registered or trading address. |
| GST No / PAN No | Tax identifiers used for compliance in India. |
Contacts
The primary phone, email and contact person. The full directory of people at this account sits on the Contacts tab.
Branch and Operational Defaults
The default branch and the operational settings that flow onto documents — delivery location, shipping preferences and the branch that carries the tax group.
Sales and Credit Control
| Field | Description |
|---|---|
| Sales Type | The price level applied to their documents. |
| Payment Terms | What drives the due date on their invoices. |
| Credit Limit | How much they may owe at once. |
| Credit Status | Whether they may transact at all. |
| Discount | Their default line discount. |
| Sales Area / Sales Person | Territory and account owner. |
Accounts (GL Mapping)
Receivables, sales, discount and payment discount accounts for this customer. Blank means inherited from System and GL Setup.
Others and Statutory
Tax group, currency, any exemption held, and the statutory identifiers your country requires.
The tabs alongside
| Tab | Shows |
|---|---|
| Branches | Delivery locations under this customer. |
| Contacts | People at the account. |
| Transactions | Their full financial history. |
| Tasks · Activity | Follow-ups and the interaction log. |
| Files | Contracts, KYC and certificates. |
| Opportunities · Proposals · Estimations · Projects | The pre-sales and delivery pipeline. |
Related pages
- New Customer — create or edit a record
- Customers List — find customers
- Customer Credit Status — how blocking works
- Invoices — what they owe