Customer

What is Customer module?

The Customer module in XoroERP facilitates efficient customer management by capturing essential information and offering customization options.

To create a customer, users navigate to Menu > Sales > Customer Section > Customer

To create a customer, users navigate to Menu > Sales > Customer Section > Customer and fill in primary details such as Customer Type, Company Name, and Sales Rep.

Further details are added through tabs such as Contact Info, allowing for the input of email addresses, phone numbers, and addresses. The system selects the email for communication, based on a hierarchy. The Payments tab enables setting up payment information, including default accounts and payment terms, while the Shipping tab configures shipping details.

Use Cases

The Sales Tax tab facilitates tax configuration, and the Other Info tab allows for additional details like Business Number and Customer Tags. Users can enable/disable notifications and manage portal settings in dedicated tabs. Custom Fields provide flexibility for unique business requirements.

Advanced Configuration options optimize order allocation processes, while header-level options like Create Duplicate and various action buttons streamline workflows. These actions include creating estimates, sales orders, sales receipts, invoices, and sending portal invitations or direct debit requests.

The module also allows for updating existing customer information, providing comprehensive functionality for efficient customer relationship management within XoroERP.