Customer Listing

• Customer Listing Page: This page allows users to search for customers using various filters such as:

  • Keywords: Phone number, Customer name, Entity type (individual or corporate), Sales agent, Categories.

• The listing provides a wide range of information; users can customize the visible columns as needed.

• From this page, users can perform the following actions:

  • Create: Create new customer entries.

  • Update: Update existing customer data.

1.2 Edit Customer

Editing Customer Information

• To access the Edit tab, click on any customer from the listing page.

• On the Edit tab, you can edit the details of your existing customer.

• Users can drag left and right to view all available tabs under the edit section.

1.3 Create Customer

Users can create a new customer by clicking the plus (+) button. On the Main Tab, users can input the customer name, and the customer code will either auto-generate or can be manually entered based on user preference.

1.3.1 Main Tab

Key Fields in the Main Tab

• Entity Type: By default, the entity type is set to "Customer." If the customer is also a supplier, click on the arrow next to the entity type and check both the "Customer" and "Supplier" boxes.

• Customer Type: Set the customer type to either Corporate or Individual.

  • For corporate customers, the Company Registration Number is required.

  • For individual customers, enter the Customer ID or Passport Number.

• Customer Country and Currency: These fields can be updated on the main page.

• Phone Number and Email: These are mandatory fields required for the e-invoice module.

• Posting Field (AR/AP Type): By default, this is set to AR Trade. Users can change this to their preferred posting type through the dropdown menu. Users can set this to the supplier's posting type if the customer is also a supplier.

• SST Exemption Number, GST Number, and Withholding Tax Number (WHT Number): These tax-related fields can be updated as necessary.

• Default Pricing Scheme: This is linked to the document item maintenance pricing scheme, allowing users to set a default pricing scheme for the customer.

• Default Sales Agent: Users can assign a default sales agent, which will be automatically set whenever the corresponding company is selected.

• Default Label: Users can assign one or multiple default label categories to a customer.

• Default Sales Return Pricing Option: This defines which price will be shown when a customer returns an item. By default, this is set to the Sales Invoice Price. This field relates to the e-invoice sales criteria.

1.3.2 E-Invoice Tab

1. The E-Invoice Tab captures essential details required for the e-invoicing process.

2. Here is a detailed explanation of the E-Invoice tab

1.3.3 PEPPOL Config Tab

1. The PEPPOL Config Tab is used to link your account to the PEPPOL network. This connection is essential for enabling e-invoicing through the PEPPOL infrastructure.

2. For detailed instructions, refer to the My PEPPOL Admin Applet.

1.3.4 Address Tab

• In the Address Tab, users can add various types of addresses, such as building addresses and shipping addresses.

• Once added, these addresses will be available in dropdown menus for selection in other pages or tabs within the system.

• Users can set an address as the default address on the create address page.

• An address can also be set as the default e-invoice address.

1.3.5 Staff Tab

The Staff Tab contains all information related to the staff associated with the company created under the customer account. This includes details like staff assignments and roles within the customer profile.

1.3.6 Customer Category Tab

In the Customer Category Tab, users can create and assign categories for customers. This helps in organizing and segmenting customers efficiently. For more information, refer to the Category Menu in the Customer Maintenance section.

1.3.7 Log In Tab

The Log In Tab is for setting login access for a customer, sales agent, or any other user who will need to log in to this customer account.

1.3.8 Payment Config Tab

The Payment Config Tab is used to set the preferred payment modes for the customer. This tab allows users to configure the customer’s payment preferences for future transactions.

1.3.9 Tax Tab

The Tax Tab is used for configuring the customer's GST settings. In this section, users can specify the Customer Type, which determines whether the customer account is Standard Rated or Zero Rated for GST purposes. This classification is essential for applying the correct tax rates to transactions associated with the customer.

1.3.10 Branch Linking and Customer Branch Tab

The Branch Linking and Customer Branch tabs are both used for inter-company settings. These tabs allow you to link a customer's branch to a specific branch within your organization’s applet. This configuration helps manage inter-company transactions and relationships, ensuring that each customer branch is correctly associated with its corresponding company branch.

1.3.11 Inter-Company Linking Tab

The Inter-Company Linking Tab allows you to link a customer account to different entities within your organization. In a BigLedger site, where one tenant can support multiple companies, this feature enables users to assign or tag a customer to a specific company. Additionally, this tab provides permissions for sales personnel, determining whether they can search for and access the customer under the linked company.

1.3.12 Credit Term and Limit Tab

In the Credit Term and Limit Tab, users can set the customer's credit terms and credit limit. You can select the terms and limits from the dropdown list. For example, if the customer operates on a 30-day credit term with a limit of $1,000, you can input these values here to manage credit details efficiently.

1.3.13 Membership Link Tab

The Membership Link Tab is connected to the membership module. It allows one customer to be linked to multiple membership accounts, enabling businesses to track and manage membership-related details for the customer.

1.3.14 Employee Tab

The Employee Tab links employees to the customer account, primarily for internal use within the membership part. This tab is also connected to the employee applet for managing internal employee logins.

1.3.15 Attachment Tab

In the Attachment Tab, users can attach any relevant documents or files to the customer account, such as SSM documentation or e-invoice details. This helps maintain a comprehensive record for each customer.

1.3.16 Statement of Account Tab

The Statement of Account Tab allows users to generate statements of account for a customer. You can choose which company to generate the statement from and send it directly to the customer. This feature provides a detailed account overview for the customer.