Customers

In Upscale ERP, you have the flexibility to manage your business relationships by adding customers to your organization.

When it comes to creating sales transactions such as invoices or sales orders, it's essential to include your customers in your records.

Creating a New Customer

To create a customer, follow these steps:

1. Navigate to customer module

2. Click on the 'Create customer' button on the List page. Alternatively,a shortcut that can be used is to click on the plus sign (+) next to customer on the side bar and it will take you to the create customer page.

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Alternatively, click on a customer display name on the list page,that will lead you to the overview page, and click on the 'New' button at top-right of details page.

3. When you get to the "create" screen, choose the customer type, whether an individual or a whole business and fill in the general details like name, company name, email, display name and customer phone.

4. In the 'Other Details' section, choose the branch, currency the customer uses, enter the credit limit,payment terms, portal language etc

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To add customer credit limit, ensure that the 'Enable Customer Credit Limit' option is checked in the sales settings

5. There is an option 'Addresses' especially for international customer to input details like billing address, shipping address, country/region, etc

6. The option 'Contact Persons' enables you to link several people or contacts to a single customer record. Businesses that deal with diverse individuals who serve different positions or have varied duties inside a client company may find this capability especially helpful.

7. If there's more contact details to add, such as facebook, twitter, skype id or department, click on the 'More primary contact details' found at the bottom.

8. Once done filling in all this information, click on Save or Save & New to create another customer

💡 Using a Cash Sale Customer

Sometimes, you may encounter transactions where capturing and creating specific customer details isn't possible. For these instances, we recommend creating a general customer named "Cash Sale" to assign to such transactions.

A "Cash Sale Customer" acts as a placeholder for transactions where detailed customer information is not collected, allowing you to maintain accurate sales records efficiently.

Important: Assign a 0 credit limit to the "Cash Sale" customer to ensure that goods are not sold on credit to an unknown customer.

Setting Credit Limit for customers

After enabling customer credit limit, you need to assign a credit limit to each customer. This is handy when different people in your organization generate invoices for a customer without knowing if they can pay. To set limits:

Note: Leaving the credit limit field blank means that the customer has no credit limit.

1. Navigate to 'Other Details' in the 'Customers' section and input the amount to be set as the credit limit.
2. Click 'Save'

Customer View Page

To view a customer details, click the customer display name on the list page which will lead to the overview page.

The customer view page has a number of sections,these include:

1. Overview section

Here,we have details like customer, contact details, outstanding receivables and amount of unused credits.

• Outstanding Receivables

Outstanding receivables, or accounts receivable, are the money that a business is waiting to get paid by its customers for things they've already sold or services they've provided.

2. Details section

Information such as credit limit, customer type, currency and payment terms are displayed here.

3. Address

This section contains available addresses for the customer.

4. Transactions

Provides a list of the customer's purchase transaction history.

Customer View Page Features

1. New

Used to create a New customer.

2. Edit

Used to edit an already existing customer's details.

3. New Transaction

Helps you quickly create a new document like an estimates, sales orders, invoice, payment received, or credit notes by filling in the customer's details automatically.

Deleting a Customer

To delete a customer, you have to delete all the transactions recorded under the customer which can be viewed in the Transactions section on the customer view page.