Creating & Managing Customers in Sales

Customers in the Sales Context

Customers are managed through Contacts, but you can access them directly from Sales. Go to Sales > Orders > Customers.

Creating a Customer from Sales - Step by Step

1. Click Create.
2. Name - Company or individual full name.
3. Customer Type - Company or Individual. Affects address formatting and tax.
4. Email - Required for emailing quotations/invoices and portal login.
5. Phone / Mobile - Delivery contact and SMS notifications.
6. Invoicing Address - Legal address for invoices. Must be complete for tax compliance.
7. Delivery Address - Add separate delivery address if needed. Multiple addresses supported.
8. Sales Team - Assign for pipeline tracking.
9. Salesperson - Primary point of contact. Defaults to current user.
10. Price List - Default price list for quotations.
11. Payment Terms - Net 30, Due on Receipt, etc. Flows to all invoices.
12. Tags - VIP, Wholesale, Region:EMEA for filtering and reporting.
13. Click Save.

Customer Timeline (Chatter)

Each customer record shows a complete interaction timeline:

• Quotations sent and their status (draft, sent, confirmed, expired).
• Sales orders with delivery and invoice status.
• Invoices and payment status.
• Internal notes, email threads, attachments.
• Activities (follow-up calls, scheduled meetings).

Credit & Payment Management

• Credit Limit - Max outstanding balance. Warning shown when exceeded.
• Currency - Override company default for multi-currency.
• Fiscal Position - Auto-apply tax rules by country (e.g. intra-EU VAT).
• Bank Accounts - For SEPA direct debit or wire transfers.

Bulk Import

1. Go to Customers → Favorites → Import.
2. Download CSV template.
3. Fill columns: Name, Email, Phone, Street, City, Country.
4. Upload and map columns. Quickenerp creates all records.

Recent Improvements

• Customer Preview Card - Hover customer name on orders to see key info popup.
• Quick Contact Create - Type new customer name directly in quotation field, create inline.
• Duplicate Detection - Warns when email already exists, offers merge.