A customer is someone who buys goods or services from a seller in exchange for money. Each customer should have a unique ID assigned to them. You can use the customer's name as the ID or set a system for generating IDs in the Selling Settings.

1. Pre-requisite

2. How to create a Customer

To create a Customer go to

Sales > CRM > Customers

You can disallow sales orders and sales invoices against a customer by clicking on 'Disabled'.

Advanced Tip: If the customer represents one of your own companies then check 'Is Internal Customer'.

You can also upload customer details via the Data Import Tool.

3. Features

3.1 Multiple Contacts and Addresses

Contacts and Addresses are stored separately so that you can attach multiple Contacts or Addresses to the customer.

3.2 Allow creation of Sales Invoice without Sales Order and Delivery Note

If you have set the option for "Delivery Note Required" or "Sales Order Required" to "Yes" in Selling Settings, but you want to make an exception for a particular customer, you can enable the "Allow Sales Invoice Creation Without Sales Order" or "Allow Purchase Invoice Creation Without Delivery Note" option in the Customer Master for that customer.

3.3 Set Tax Withholding Category

You can set the Tax Withholding Category to set up TCS against eligible customers.

3.4 Default Currency and Price List

StrideERP supports Multiple Currencies and Price Lists.

You can set the default currency to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Billing Currency.

Similarly, you can set the default price list to be used for this customer in sales orders and sales invoices by selecting the appropriate currency in Default Price List.

3.5 Integration with Accounts

Unlike many accounting software, you need not create a separate accounting ledger for each customer. By default a unified ledger named Debtors is created.

However if you specifically need a separate ledger for a customer, first create the ledger under Accounts Receivable in the Chart of Accounts and then add it in 'Accounting' section of the customer.

Advanced Tip: StrideERP supports Multi-company Accounting. You can use the same customer records in multiple companies. Since an accounting ledger is company specific, you need to select the company and the corresponding ledger in 'Accounting' section if you decide have separate accounting ledger for a customer.

3.6 Credit Limit and Payment Terms

You can set the credit limit by entering the amount in 'Credit Limit' field.

You can select the default Payment Terms to be applied in sales orders and sales invoices in 'Default Payment Terms Template' field.

3.7 Sales Team and Sales Partner

You can add Sales Persons to manage sales to a customer in the 'Sales Team' section. If more than one salesperson is involved, you can allocate their contribution accordingly, ensuring that the sum of all salesperson contributions equals 100%.

A Sales Partner is a third-party individual or organization that assists in selling your products/services for a commission. If you sell through a sales partner, you can set it in the 'Sales Partner' field and specify the 'Commission Rate' for commission calculation.

3.8 Loyalty Program

If you would like offer a Loyalty Program to the customer, select the same in Loyalty Program field.

3.9 View Accounting Ledger and Accounts Receivable

Click on Accounting Ledger button to view all accounting transactions with the customer.

Click on Accounts Receivable button to view the details of all outstanding invoices.

3.10 Set Customer Id, Default Customer Group, Territory, and Price List

You can set how a unique id should be generated each the customer in Selling Settings.

  • Naming Series: If you would like a unique id to be generated for each customer based on the naming series select 'Naming Series' in Customer Naming By.
  • Customer Name:: If customer name itself should be used as an id then select 'Customer Name' in Customer Naming By. In this case, if you create two customers with identical names, - 1 will be suffixed to the second customer.

You can set the default customer group, territory and price list in Sales Settings.

You can customize the Customer DocType using Customize Form tool.