Customer

A Customer is a business or individual who purchases goods or services from you. The Customer master in YousrERP stores all relevant information about each customer.

Creating a Customer

1. Go to Selling > Customer and click New.
2. Enter the Customer Name and select a Customer Group.
3. Select the Customer Type: Individual or Company.
4. Enter contact details:

- Email, Phone, Mobile

- Website

1. Enter the Address (including city, country, postal code).
2. In the Accounting section:

- Default Currency (SAR for local customers)

- Default Receivable Account

- Default Payment Terms Template

1. In the Tax section:

- Tax Category (VAT Registered, Consumer, Exempt, Overseas)

- Tax ID (VAT Registration Number)

1. Click Save.

Customer Groups

Organize customers into groups for reporting and pricing:

• Retail: End consumers
• Wholesale: Business customers
• Government: Government entities
• Export: International customers
• VIP: Premium/high-value customers

Key Fields

Customer Dashboard

The customer dashboard provides a 360° view:

• Outstanding Amount: What the customer owes
• Last Purchase: Most recent transaction
• Annual Revenue: Total sales this year
• Payment History: Recent payments received
• Open Sales Orders: Orders not yet delivered
• Communication History: Emails and interactions

Customer Credit Limit

Set a credit limit to control risk:

1. Enter the Credit Limit amount in the customer master.
2. When creating a Sales Order, the system checks if the customer's total outstanding (including this order) exceeds the limit.
3. If exceeded, the order can be blocked or flagged for review.

Related Topics

• Quotation
• Sales Order
• Sales Invoice
• Price Lists