Home>>Documentation>>User Guides>>Accounts Receivable>> New Post
  • Customer
  • nishitD
  • 2015-05-11 04:16:25
A customer is a person or organization that purchases or plans to purchases goods and services offered by your organization. You can create a customer in system even if you don’t sell to an organization/person for various reasons such as for creating leads, tracking opportunities, etc.


Customer is a global record in inoERP i.e. once a customer record is created; it's available for transaction in all business units. You can create multiple customer sites to represent different customer locations (different physical entities/locations).

A customer master record contains the customer’s name, number, alternate name (can be used to store non-English customer name) as well as data such as:
• The preferred currency of the customer
• Payment terms for the customer
• Tax registration details
• Corporate addresses of the customer
• Bank accounts of your customers for requesting payment (ex GIRO in Singapore)

Customer contacts are maintained only in customer site level.

You can use customer form to enter new and modify existing information about your customers.
You can enter multiple addresses for a customer and assign a customer site type for each address.
You can segregate customer by different customer categories such as End Customer, Trade Customer, Consumer, Distributor (business), etc. Customer type can be used to show the kind of relationship the organization maintains with the customer such as External Customer, Internal Customer, International Customer, VMI customer, one time customer, etc.

System uses information you enter for customer and customer sites to enter default values to sales orders, invoices and other different documents/transactions. Customer information are owned by Receivable module and shared with all the other modules such as purchasing, sales & distribution, etc.
When you define a customer site, you can designate the site as a bill-to site, ship-to site or multi-purpose site.

A customer master record consists of three levels of information:
1.Header Level Data
These are mostly corporate level information for the customer and the data applies to each customer site and customer-business unit association.
(Ex: Customer Name, Customer Number, Customer Name, Address, Tax Information, etc.).

2.Site Level Data
A site represents
1. A specific customer location which buys goods or services and makes payment against your invoices. or
2. A specific customer entity which receives goods or services and makes payment against your invoices.
(Ex: Customer Site Name, Customer Site Number, Address, Contact, Tax Information, etc.).

3. Customer-Business Unit Association
To create a sales order or an invoice for a customer, you need to associate the customer to a business unit.
Customer business unit association stores information for your internal business purposes such as receivable & cash accounts, default payment address on invoices, internal bank used for receipts, etc.

All inoERP code is Copyright by the Original Authors as mentioned on COPYRIGHT.txt file.
inoERP is an open Source software; you can redistribute it and/or modify it under the terms of the Mozilla Public License Version 2.0