Edit
In the Customers module, you can select a customer and click the Edit button to make changes.
Clone
To clone a customer
- Go to the Customers module and select a record.
- Click More > Clone.
The customer's information will be automatically populated. - Enter the information and click Save.
Send Emails
Emails can be sent to the primary contact, contact persons, or anyone who is associated with a customer.
To send emails
- Go to the Customers module and select a record.
- Click More > Email Customer.
- Choose the appropriate email address from the Send To and CC fields.
You can also enter an email address manually. - Click BCC and specify an email address if necessary.
- Enter the subject and body of the email.
- Click Attach Customer Statement checkbox to attach the statement with the email.
You can click the Edit option to modify the date range. - Click Attachments to add attachments from your device in the email.
- Click Send.
Link to Vendor
This option lets you create a relationship between a customer and a vendor. A retail store procures items from the vendor and the vendor in turn purchases some items from the retail store. In this case, the vendor is also a customer for the retail store. To manage all the transactions and monitor the outstanding receivables and payables, both the vendor and the customer can be interlinked.
To link a customer and vendor
- Go to the Customers module and select a record.
- Click More > Link to vendor.
- Select a customer from the drop-down list and click Link.
Merge Customers
When two customers are related to one another, they can be merged together. In some cases, a duplicate entry might be there in the customers module and each record might have a history of transactions. Deleting a duplicate record will result in the loss of all transaction-related information. To avoid that, both customers can be merged together such that the transaction and other information are moved from the duplicate to the original customer.
To merge customers
- Go to the Customers module and select a record.
- Click More > Merge Customers.
- Select a customer from the drop-down list and click Continue.
- Click Confirm.
Mark as inactive
To mark a customer as inactive
- Go to the Customers module and select a record.
- Click More > Mark as Inactive.
You can click Mark as active button to activate a vendor.
Create a new transaction
You can create a invoice, sales order, package, credit note, or record customer payment for a customer.
To create a transaction
- Go to the Customers module and select a record.
- Click New Transaction and select an option from the drop down list.
- Enter the required information and click Save.
Disable SMS Notification
SMS notifications will be enabled by default for all the customers once configured from the Settings page. You can disable the SMS notifications for a customer (primary contact and contact persons) when you don't want to send the balance, estimate details, and invoice details via SMS.
To disable SMS notification
- Go to the Customers module and select a record.
- Click More > Disable SMS Notification.
Views and Filter
In List View, the records can be filtered based on certain common parameters such as active, inactive vendors, duplicate vendors, etc. You can switch between various default filters or create a new on based on your requirements.
To create a custom view
- In the Customers module, select the Views drop-down list.
- Click + New Custom View.
- Enter the Name and specify the criteria.
For example, when payables is greater than 10000. - Hover over the fields in the Available Column and click the Add icon to view them in the List View.
- Specify who can access this view in the Share this with section.
- Click Save.
Customizing Fields
The fields in the custom module can be customized based on your requirements. Apart from the default fields, custom fields can be added to the Items module. A maximum of 44 custom fields can be added.
To add custom fields
- Go to Settings > Preferences > Customers and Vendors.
- Select the Field Customization tab and click + New Custom Field.
- Enter the label name (field name) and specify the date type from the drop down list.
- Specify the default value to be displayed in the field if required.
- Click Yes, if you want to the field to be mandatory.
- Click Yes if you want this field to be displayed in transactions and PDFs.
- Click Save.
