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 dont 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 customers 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.
Customer Header
To enter a new customer in system, Navigate to Accounts Receivable -> Customer; Enter the relevant
information as described below and save the record.

Customer Id:
Customer id is a system generated unique id for the customer. Customer id is a read-only field.

Customer Number:
You can enter a unique customer number or leave this field blank. If you keep this field blank, system will
auto-generate a unique customer number.

Customer Name:
Enter a unique name of the customer in English language. Customer name is an Ajax field, so when you
type any value in the field, it will show you the list of all existing customer names. To create a new
customer, click on the plus sign (+) next to the customer name field and then enter the customer name.
Customer name is a mandatory field and you cant save any customer record without a name.

Customer Type:
Select a customer type as applicable for the customer. This is an optional field.

Customer Category:
Select a customer category as applicable for the customer. This is an optional field.

Supplier Name:
If you want to associate the customer with a supplier then you can enter the supplier name in this field.

Tax Country:
Select the country where the customers HQ is legally registered.

Tax Registration Number:

Enter the tax registration number of the customer corporate HQ.

Tax Payer Id:

Enter the tax payer Id if required.

Status:
Select the current status of the customer.

Alternate Name:
You can use alternate name of the customer to enter the customer name in any non-English language.

Business Unit Assignment:

Business Unit assignment tab shows if a customer is associated to a business unit or not.
You can click on the assignment details to assign a customer to a BU or to change any existing customer-
BU related information.
Customer Site
Customer site represents a specific entity of the customer with which you do business. You can create
multiple sites of a single customer representing different entities/locations of the customer.

Suppose you have two business units Singapore and California (US). Both the units sales finished good
to a customer inoTech which has divisions in Malaysia and Ohio (US).
In inoERP, you can create a single customer inoTech with two different sites Malaysia & Ohio allowing
both your business units (Singapore & California) to sale/or ship to different customer location.

To enter a new customer site in system, Navigate to Accounts Receivable -> Customers; Query an existing
customer, enter all the relevant information for the customer site (as described below) and save the
record.

Customer Site Id:

Customer site id is a system generated unique id for the customer site. Customer site id is a read-only
field.

Customer Site Number:

You can enter a unique customer site number or leave this field blank. If you keep this field blank, system
will auto-generate a unique customer site number.

Customer Site Name:

Enter a unique name of the customer site in English language. Customer site name is a mandatory field
and you cant save any customer site record without a site name.

Customer Site Type:

Select a customer site type as applicable for the customer. This is an optional field.

Customer Site Reference:

Customer site reference is a free text field and you can use to enter any business related reference number.
This is an optional field.

Site Tax Country:

Select the country where the customer site is legally registered.

Site Tax Registration Number:

Enter the tax registration number of the customer site.

Site Tax Payer Id:

Enter the tax payer Id if required.

Sales Region:
You can enter a sales region if you want to track & report sales in different regions. You need to setup the
sale regions before using this field.

Currency:
Enter the preferred currency of the customer.

Payment Term:
Select the payment term as agreed with the customer site.

Bank:
Select the name of the customer bank.

Bank Account:
Select the account number of the customer bank.

Order Type:
Enter a default order type for the customer. This is an option field. If you enter the order type in this field
then system will default this order type and all the related information in sales order form.

Price List:
Enter a default price list for the customer. Value entered in this field defaults to sales order created for
this customer site. System will allows you to change this value in the sales order.

Internal Org:
You can associate a customer to an internal organization for internal sales.

Fright Terms:
Enter the freight terms as agreed by the customer site.

FOB:
Enter default freight on board as agreed by the customer site.
Ship to & Bill to:
Enter the default ship to and bill for the customer site

Customer Contact:
Enter customer contacts in contact tab
Customer Business Unit Association
You need to assign a customer to a business unit to create sales order and invoice for that customer in the
specific business unit.

To assign a business unit to a customer, Navigate to Accounts Receivable -> Customer; Query an existing
customer and click on assignment detail against that BU, enter all the relevant information for the
customer business unit (as described below) and save the record.

Customer BU Id:
Customer BU id is a system generated unique id for the customer business unit association. Customer BU
id is a read-only field.
All the other fields in the header region except the status are read-only fields.

(Features as per Design Few features are not fully functional)

Receivable Account:
Enter a receivable account for the customer-business unit association. System debits this account when
invoice is created for the customer.

Revenue Account:
Enter a revenue account for the customer-business unit association. System credits this account when an
invoice is created for the customer.

Freight Account:
Enter a freight account for the customer-business unit association, if you track revenue and freight
separately. System credits this account when an invoice is created for the customer.

Clearing Account:
Enter a clearing account for the customer-business unit association. System uses the clearing account only
for imported invoice. Manually created invoices dont use clearing account. If the debit & credit amounts
are not same for imported invoices then system use this amount to balance the amount.

Unbilled Receivable Account:

Enter an unbilled receivable account for the customer-business unit association. System debits this
account when a deposit is created for the customer. This account is cleared when you create an invoice
and match to the initial deposit.
Currency:
Enter the preferred currency of the customer business unit association.

Payment Term:
Select the payment term as agreed with the customer for the specific business unit.

Bank:
Select the name of the customer bank as used by the business unit.

Bank Account:
Select the account number of the customer bank as used by the business unit

.
Order Type:
Enter a default order type for the customer BU association. This is an option field. If you enter the order
type in this field then system will default this order type and all the related information in sales order
form. This field takes higher precedence than the customer-site order type field.

Price List:
Enter a default price list for the customer BU association. Value entered in this field defaults to sales
order created for this customer site. System will allows you to change this value in the sales order. This
field takes higher precedence than the customer-site price list field.

Fright Terms:
Enter the freight terms as agreed by the customer site. This field takes higher precedence than the
customer-site freight terms field.

FOB:
Enter default freight on board as agreed by the customer site. This field takes higher precedence than the
customer-site FOB field.