You are here : CRM > Sales Master > Customer Master
Add and maintain various Customers through this master. The screen has been divided into various sections to save relevant information.
Enter any text you want to search in the list below. The search is applicable to all columns of the list. Once the text is entered, press <ENTER> key. As a result, the list will be refreshed with all those records that contain the entered text fully or partially. In order to go back to the original list, remove the text from the box and press <ENTER> key again.
Customer details can be added, edited, and viewed provided the Role associated with the currently logged-in user through User Management has the respective rights to do so.
IMMS allows to maintain Shipment details of a Customer directly from this master. Click on the icon on the corresponding record of a Customer to do so. Read more...
Similarly, it also allows to link the customer with one or more other customers that have to billed along with it. Click on the icon on the corresponding record of a Customer to do so. Read more...
To 'Add' a Customer, click on the button and to 'Edit', click on the icon on its corresponding record. To view details of a particular Customer, <DoubleClick> on that record. As a result, following screen will be displayed -
You can 'Add' or 'Edit' a Customer but you can not 'Delete' it. Although a Customer can be deactivated through Activate/De-Activate Master option in Administrator Tools Module.
In case of 'Add', enter all the relevant data. In case of 'Edit' and 'View', data comes automatically as per the selected Customer Code.
(Type : Alphanumeric, Length : 4)
Specifies the Code of the Customer.
While 'Adding' a new Customer, enter a unique code and name for the Customer. The Customer will be referred by this Code throughout IMMS. Press <ENTER>. The system will check whether the entered Code is unique or not.
In case of 'Edit' and 'View', Customer will be displayed automatically for the selected record. You can not change it.
(Type : Alphanumeric, Length : 60)
Specifies the Name of the Customer.
While 'Adding' a new Customer, enter the name of the Customer. The Customer will be referred by this Name throughout IMMS.
In case of 'Edit' and 'View', name of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Specify the Corporate to which the Customer belongs to. Click on the field to access a list of already existing Corporate defined through Corporate Master option. Select your desired Corporate from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Corporate. Press <TAB>.
You can keep this field blank in case no Corporate is associated.
In case of 'Edit' and 'View', Corporate of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
While 'Adding', click on the field to access a list of all Customer Types as follows -
Customer Select this option by clicking on it if you are adding a Customer.
Select this option by clicking on it if you are adding a Customer.
Dealer Select this option by clicking on it if the Customer is a Dealer.
Select this option by clicking on it if the Customer is a Dealer.
Distributor Select this option by clicking on it if the Customer is a Distributor.
Select this option by clicking on it if the Customer is a Distributor.
Agent Select this option by clicking on it if the Customer is an Agent.
Select this option by clicking on it if the Customer is an Agent.
C&F Select this option by clicking on it if the Customer is a Carrying & Forwarding Agent.
Select this option by clicking on it if the Customer is a Carrying & Forwarding Agent.
Consignee Select this option by clicking on it if the Customer is a Consignee.
Select this option by clicking on it if the Customer is a Consignee.
OEM Customer Select this option by clicking on it if the Customer is an Original Equipment Manufacturer.
Select this option by clicking on it if the Customer is an Original Equipment Manufacturer.
In case of 'Edit' and 'View', Customer Type of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Specify the Company's Ownership details here.
While 'Adding', click on the field to access a list of already existing Company Ownership Details defined through Codes Master Entry (Code Type = 'OD') option of Administrator Tools Module. Select your desired Ownership Details from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Ownership Detail.
In case of 'Edit' and 'View', Ownership Details of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Specify the Company's Main Business here.
While 'Adding', click on the field to access a list of already existing Type of Business defined through Codes Master Entry (Code Type = 'BT') option of Administrator Tools Module. Select your desired Type of Business from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Type of Business.
In case of 'Edit' and 'View', Company's Main Business of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
(Type : Alphanumeric, Length : 10)
While 'Adding', enter the reference for the Customer. Press <TAB>.
In case of 'Edit' and 'View', Reference (Registration No) of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Click on button to continue.
Address 1 - 3: (Type : Alphanumeric, Length : 120) Enter the complete Postal Address of the Customer. Press <TAB>. City: Enter the City of the Customer. Click on the field to access a list of already existing Cities defined through City-State-Country Master option of Administrator Tools Module. Select your desired City from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the City .
(Type : Alphanumeric, Length : 120)
Enter the complete Postal Address of the Customer. Press <TAB>.
Enter the City of the Customer.
Click on the field to access a list of already existing Cities defined through City-State-Country Master option of Administrator Tools Module. Select your desired City from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the City .
State: Denotes the State of the Customer. State of the Customer will be displayed automatically based on the selected City.
Denotes the State of the Customer.
State of the Customer will be displayed automatically based on the selected City.
Pin Code: (Type : Alphanumeric, Length : 10) Enter the Pin Code of the Customer's address. Press <TAB>. Phone 1: (Type : Alphanumeric, Length : 50) Enter the Telephone Number of the Customer. Press <TAB>. Phone 2: (Type : Alphanumeric, Length : 50) Enter the second Telephone Number of the Customer. Press <TAB>. Fax: (Type : Alphanumeric, Length : 10) Enter the Fax Number of the Customer. Press <TAB>.
Enter the Pin Code of the Customer's address. Press <TAB>.
(Type : Alphanumeric, Length : 50)
Enter the Telephone Number of the Customer. Press <TAB>.
Enter the second Telephone Number of the Customer. Press <TAB>.
Enter the Fax Number of the Customer. Press <TAB>.
Denotes the Registration Number of the Customer.
(Type : Alphanumeric, Length : 15)
While 'Adding' a new Customer, enter the GST Number for the new Customer. By default, the system will display the selected State Code as first two characters. You can change/enter rest of the GST Number.
In case of 'Edit' and 'View', GST Number of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Note:
If GST Registration Status is 'Provisional', 'Migrated', 'Unregistered' or 'Applied For', GST Number can not be entered.
Denotes the GST Registration Date of the Customer.
While 'Adding' a new Customer, enter the Registration Date for the new Customer.
In case of 'Edit' and 'View', GST Registration Date of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
If Status is 'Active' or 'Exempted', GST Registration Date is mandatory.
Denotes the GST Registration Status of the Customer.
While 'Adding' a new Customer, select the appropriate Registration Status by clicking on the given popup.
In case of 'Edit' and 'View', GST Registration Status of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
Denotes the Application Reference Number of the GST Registration of the Customer.
While 'Adding' a new Customer, enter the Application Reference Number of the GST Registration of the Customer. Note that the length of ARN Number should be of 15 characters. Or else IMMS will display an appropriate message informing the same.
In case of 'Edit' and 'View', GST ARN of the selected Customer will be displayed automatically. You can change it in 'Edit' mode.
If Status is 'Unregistered', GST ARN Number can not be entered.
A list of all Statutory Captions that have been specified as Applicable for the combination of Customer Master and currently logged-in Company through Statutory Number And Caption Applicability option of Administrator Tools Module will be displayed on the screen.
Please note that while 'Adding' a Customer, the values of Captions will be displayed blank. Click on each field and enter the respective value. Press <TAB>.
In case of 'Edit' and 'View', the values already entered for the Captions will be displayed for the selected Customer. You can change them in 'Edit' mode.
Moreover if a particular Caption has been declared as 'Keep Mandatory' through Statutory and Other Caption Detail option of Administrator Tools Module, it becomes compulsory to enter its value. Otherwise IMMS will display an appropriate message while saving the Customer details.
In case of 'Add', enter all the relevant data. In case of 'Edit' and 'View', data comes automatically as per the selected Customer Code. You can change them in 'Edit' mode.
Email Address: (Type : Alphanumeric, Length : 44) Enter the Email Address of the Customer. Press <TAB>. Website Address: (Type : Alphanumeric, Length : 40) In case of 'Adding' a new Customer, enter the website address of the Customer. Press <TAB>. In case of 'Edit' and 'View', Website Address will be displayed automatically for the selected Customer. You can change it in 'Edit' mode.
(Type : Alphanumeric, Length : 44)
Enter the Email Address of the Customer. Press <TAB>.
(Type : Alphanumeric, Length : 40)
In case of 'Adding' a new Customer, enter the website address of the Customer. Press <TAB>.
In case of 'Edit' and 'View', Website Address will be displayed automatically for the selected Customer. You can change it in 'Edit' mode.
Next, a grid for contact persons will be displayed as follows -
In case of 'Edit' and 'View', a list of Contacts already entered for the selected Customer Code is populated and displayed in the grid. While 'Adding' a new Customer, this grid will be displayed as blank. Click on button to enter new Contacts. As a result, a new row will added in the end of the grid.
In case of 'Edit' and 'View', a list of Contacts already entered for the selected Customer Code is populated and displayed in the grid.
While 'Adding' a new Customer, this grid will be displayed as blank.
Click on button to enter new Contacts. As a result, a new row will added in the end of the grid.
Field Description of the grid - Action Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Field Description of the grid -
Action Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Action
Click on the icon to remove a record from the grid. Click on the 'Delete' icon again to un-delete the record.
Name: (Type : Alphanumeric, Length : 40) Click on the field. Enter the Name of the Contact Person. Press <TAB>. Designation: (Type : Alphanumeric, Length : 40) Click on the field. Enter the Designation of the Contact Person. Press <TAB>. Department: (Type : Alphanumeric, Length : 40) Click on the field. Enter the Department of the Contact Person. Press <TAB>. E-Mail: (Type : Alphanumeric, Length : 50) Click on the field. Enter the E Maid Id of the Contact Person. Press <TAB>. Mobile No: (Type : Alphanumeric, Length : 15) Click on the field. Enter the Mobil Number of the Contact Person. Press <TAB>. Landline No: (Type : Alphanumeric, Length : 15) Click on the field. Enter the Landline Number of the Contact Person. Press <TAB>.
Name:
Click on the field. Enter the Name of the Contact Person. Press <TAB>.
Designation:
Click on the field. Enter the Designation of the Contact Person. Press <TAB>.
Department:
Click on the field. Enter the Department of the Contact Person. Press <TAB>.
E-Mail:
Click on the field. Enter the E Maid Id of the Contact Person. Press <TAB>.
Mobile No:
Click on the field. Enter the Mobil Number of the Contact Person. Press <TAB>.
Landline No:
Click on the field. Enter the Landline Number of the Contact Person. Press <TAB>.
This section stores certain other details and payment terms of the Customer.
In case of 'Add', enter all the relevant data.
In case of 'Edit' and 'View', data comes automatically as per the selected Customer Code. You can change them in 'Edit' mode.
Specify the Sales Region of the Customer.
Click on the field to access a list of already existing Sales Regions defined through Codes Master Entry (Code Type = 'SR') option of Administrator Tools Module. Select your desired Sales Region from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Sales Region.
Specify the limit of Credit amount for the Customer. The Credit Limit is checked while generating Sales Order, amending Sales Order and generating Sales Invoice for a Customer.
If zero is entered in this field, Credit Limit will not be checked.
The currency for this Credit amount will be same as the currency of currently logged in Company specified through Company Master option of Administrator Tools Module.
This option allows users to choose the action that should be taken if the amount in Sales Order/Sales Order Amendment exceeds the Credit Limit entered for the Customer.
Stop Select this option by clicking on it if you want the system to stop the user from proceeding further. Warn Select this option by clicking on it if you want the system to just warn the user and let the user decide whether to continue or not.
Select this option by clicking on it if you want the system to stop the user from proceeding further.
Select this option by clicking on it if you want the system to just warn the user and let the user decide whether to continue or not.
This option allows users to choose the action that should be taken if the amount in Sales Invoice exceeds the Credit Limit entered for the Customer.
Stop Select this option by clicking on it if you want the system to stop the user from proceeding further.
Warn Select this option by clicking on it if you want the system to just warn the user and let the user decide whether to continue or not.
Specify the Terms of Payment fixed with the Customer.
Click on the field to access a list of already existing Payment Terms defined through Codes Master Entry (Code Type = 'PY') option of Administrator Tools Module. Select your desired Payment Terms from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Payment Term.
Specify the Mode of Dispatch for the Customer.
Click on the field to access a list of already existing Modes of Dispatch defined through Codes Master Entry (Code Type = 'MOD') option of Administrator Tools Module. Select your desired Mode from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Mode of Dispatch.
Enter the mode of Shipment used for the Customer. Press <TAB>.
Specify the Terms of Shipment fixed with the Customer.
Click on the field to access a list of already existing Shipment Terms defined through Codes Master Entry (Code Type = 'ST') option of Administrator Tools Module. Select your desired Shipment Terms from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Shipment Term.
Specify the Sales Person of the Customer.
Click on the field to access a list of already existing Employees defined through Employee Master option of Administrator Tools Module. Select your desired Employee from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Employee .
Specify the Currency in which the Customer deals.
Click on the field to access a list of already existing Currencies defined through Currency Master option of Administrator Tools Module. Select your desired Currency Code from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Currency.
Denotes the Branch/Site for Branch Transfer transactions for the selected Customer. While generating Invoices, transactions with such Customers will be treated as 'Branch Transfer.
While 'Adding' a new Customer, click on the field to access a list of Sites defined for the logged-in Company through Site Master option of Administrator Tools Module. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site.
If the Customer is not associated with any Branch/Site, keep the field empty.
In case of 'Edit' and 'View', Inter Branch/Inter Site will be displayed automatically for the selected Customer. You can change it in 'Edit' mode.
This section stores Bank details of the Customer.
Enter the Customer's Bank Name. Press <TAB>.
(Type : Alphanumeric, Length : 30)
Enter the Bank Account Number. Press <TAB>.
Enter the Branch of the Bank. Press <TAB>.
(Type : Alphanumeric, Length : 25)
Enter the Indian Financial System Code of the Bank. Press <TAB>.
Enter the Name of the person who is beneficiary of the Account. Press <TAB>.
Denotes the type of Account.
Click on the field to access a list of already existing Account Types defined through Codes Master Entry (Code Type = 'AT') option of Administrator Tools Module. Select your desired Type from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Account Type.
This field will by default display 'Bill to Bill Entry'. You can not change it.
(Type : Alphanumeric, Length : 255)
Enter the Customer's Weekly Hours and Holidays. Press <TAB>.
Enter the Customer's Bank's Address. Press <TAB>.
Enter a list of all the holidays in the Bank. Press <TAB>.
Link Customers with its Debtors Account Groups
While 'Adding' a new Customer, a list of predefined Debtors Account Groups along with Ledger Name is displayed to link the Customer with its respective Sundry Debtor Account. Click on the small white box on the desired row to select it. You can also select multiple rows.
In case of 'Edit' and 'View', existing Account Groups of the Customer are displayed as selected.
Due to this feature, you need not re-link Customers with Sundry Debtors Account in Finance Module of IMMS as it is automatically taken care of. While saving the Customer details, IMMS will automatically create that Customer's Debtor Account for financial purpose. The currency of the Customer specified here will also be floated into its Account and considered as the currency for that Debtor's Account.
This section allows to link the Customer with the Account Head of External Financial System that your company may be using. Click on the appropriate Account Head in the list shown on the left side of the section.
Click on button to enter new Terms and Conditions. As a result, a new row will added in the end of the grid.
Once you have entered all the information related to the Customer, click on 'Save' button to save it or 'Cancel' to discard. The control will go back to the list.
button to continue. button to continue.