73 lines
3.2 KiB
Markdown
73 lines
3.2 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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A customer is uniquely identified by the Customer ID. Normally this ID is identical to the customer Full Name, but in case of duplicate Full Name, a Name-1 is created as ID.
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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="{{docs_base_url}}/assets/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]({{docs_base_url}}/user/guides/crm/contact.html) to know more.
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Thus we may have identical Customer Names that are uniquely identified by the ID. Since the email address is not part of the customer information the linking of customer and User is through [Contacts]({{docs_base_url}}/user/guides/crm/contact.html)
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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]({{docs_base_url}}/user/guides/crm/setup/customer-group.html)
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and also divide them into [Territories]({{docs_base_url}}/user/guides/crm/setup/territory.html)
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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]({{docs_base_url}}/user/guides/crm/setup/sales-person.html) 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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