Customer Management User Guide¶
This guide explains how to manage your customer directory and ensure proper configuration for billing and taxation.
1. Accessing the Customer List¶
Go to Sales > Customers in the sidebar. This page displays all active and inactive customers in your system.
2. Adding a New Customer¶
To register a new buyer: 1. Click the + New Customer button. 2. Select Classification: - Company: For legal entities. - Individual: For retail or personal buyers. 3. Tax Configuration: - Select the Tax Treatment (Domestic Reg, Domestic Non-Reg, or Overseas). - If "Domestic (VAT registered)" is selected, you must enter a valid TRN (Tax Registration Number). 4. Contact Information: Enter the name, phone number, and email. The email is vital for automated invoice delivery. 5. Address: Fill in the Building No, Street, City, and State. These details are legally required on Tax Invoices for companies.
3. Managing Existing Customers¶
- Edit: Click the Pencil icon on any customer card to update their details.
- Delete: Click the Red Trash icon to remove a customer.
- Note: The system will prevent deletion if a customer has existing transactions (Invoices or Orders) to maintain accounting integrity.
- Activity Status: The green/red dot indicates if a customer is currently active.
4. Searching for Customers¶
The search bar at the top allows you to find customers by name or TRN. Results are updated with a slight delay (300ms) to ensure smooth performance even with thousands of records.