Customers
The customers list holds every firm or individual you sell to. A customer record needs to exist before you can raise an enquiry or generate a quotation against them.
Before you start
- Search the existing customer list before adding a new one. Duplicates cause confusion later.
- Have the customer's address and GST number ready.
Add a customer
- Open Data Entry in the sidebar and click Customers.
- Click Add Customer.
- Fill in the form across its three tabs:
- Basic Info — Customer Name and the address fields (Plot / Unit No., Street / Area, City, State / UT, Country, Postal Code).
- Business & Tax — GST Number.
- Customizations — any per-customer overrides exposed there.
- Save.
The new customer appears in the list. You can now add contact persons against them — see Customer contacts.
Find a customer
Use the Search customers… box at the top of the list. The search narrows the list by customer name.
Manage contacts
Each row has an Update Contacts button (or View Contacts if you do not have add or edit permission) that opens the contact persons screen for that customer.
Edit or remove
Depending on your permissions, each row also shows Edit and Delete buttons. The delete confirmation reads Delete Customer and asks you to confirm. If the customer has linked contact persons or enquiries, the delete is blocked and the app tells you how many references to remove first.
Common questions
What if a customer changes address?
Open the customer record and update the address. New documents you generate use the updated address; old documents keep the address that was current when they were generated.
Can I record more than one contact person for a customer?
Yes. Contact persons are managed on a separate screen — see Customer contacts.
What happens to old enquiries if I delete a customer?
Customers with linked enquiries cannot be deleted. The app blocks the delete and tells you how many enquiries to clear first.