Customers Page Overview

The Customers Page shows all key information about a specific customer. It helps you quickly view, update, and manage customer records.

Customers Page

Each customer profile displays the following details:

Name – The registered name of the customer.
Email – Primary email address for communication.
Phone Number/s – Contact numbers provided for the customer.
Delivery Address – Default delivery address used for orders.
Payment Terms – The agreed number of days allowed to settle invoices (e.g., 30 days).

All this information is editable through the Details tab at a specific customer’s profile page.

Create New Customer

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Name– Required display name of the customer.
Legal Name – Official registered name (optional).
Code – Internal customer code (optional).
Mailing Address – Primary address for documents and delivery.
Primary Email – Email for communication and invoices.
Contact Number – Customer’s mobile or landline number.
Website – Optional website link.

📦 Delivery Addresses:

Add one or more delivery addresses using the ➕ icon. You can delete any address using the 🗑️ icon.

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Bank – Select the customer’s bank.
Account Number – Input the customer’s bank account number.
Payment Terms – Enter the agreed number of days for payment (e.g., 30).
EWT % – Input the customer’s extended withholding tax percentage.

💡 This value will automatically reflect in the Sales Order if this customer is selected.
TIN – Enter the customer’s Tax Identification Number.
Credit Limit – Set the maximum allowed credit for this customer.
Block Orders – Choose the condition when orders will be blocked:
- When any order is not fully paid – Prevents new orders if there are unpaid ones.
- When new order exceeds credit limit – Restricts orders beyond the credit limit.
- Never – Customer can place orders anytime. </aside>

Once you're done, click floating ’Submit’ button to create the new customer. A confirmation message will appear if the customer has been successfully created.