69 lines
2.7 KiB
Markdown
69 lines
2.7 KiB
Markdown
A customer, who is sometimes known as a client, buyer, or purchaser is the one
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who receives goods, services, products, or ideas, from a seller for a monetary
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consideration. A customer can also receive goods or services from a vendor or
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a supplier for other valuable considerations.
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You can either directly create your Customers via
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> Selling > Customer
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or upload it via the Data Import Tool.
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<img class="screenshot" alt="Customer" src="/assets/manual_erpnext_com/img/crm/customer.png">
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> Note: Customers are separate from Contacts and Addresses. A Customer can
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have multiple Contacts and Addresses.
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### Contacts and Addresses
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Contacts and Addresses in ERPNext are stored separately so that you can
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attach multiple Contacts or Addresses to Customers and Suppliers.
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Read [Contact](/contents/crm/contact) to know more.
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### Integration with Accounts
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In ERPNext, there is a separate Account record for each Customer, for each
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Company.
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When you create a new Customer, ERPNext will automatically create an Account
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Ledger for the Customer under “Accounts Receivable” in the Company set in the
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Customer record.
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> Advanced Tip: If you want to change the Account Group under which the
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Customer Account is created, you can set it in the Company master.
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If you want to create an Account in another Company, just change the Company
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value and “Save” the Customer again.
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### Customer Settings
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You can link a Price List to a Customer (select “Default Price List”), so that
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when you select that Customer, the Price List will be automatically selected.
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You can set “Credit Days”, so that it is automatically set due date in the Sales
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Invoices made against this Customer. Credit Days can be defined as fixed days or last day of the next month based on invoice date.
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You can set how much credit you want to allow for a Customer by adding the
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“Credit Limit”. You can also set a global “Credit Limit” in the Company
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master. Classifying Customers
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ERPNext allows you to group your Customers using [Customer Group](/contents/crm/setup/customer-group)
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and also divide them into [Territories](/contents/crm/setup/territory)
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Grouping will help you get better analysis of your data and
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identify which Customers are profitable and which are not. Territories will
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help you set sales targets for the respective territories.
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You can also mention [Sales Person](/contents/crm/setup/sales-person) against a customer.
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### Sales Partner
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A Sales Partner is a third party distributor / dealer / commission agent /
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affiliate / reseller who sells the companies products, for a commission. This
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is useful if you make the end sale to the Customer, involving your Sales
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Partner.
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If you sell to your Sales Partner who in-turn sells it to the Customer, then
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you must make a Customer instead.
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{next}
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