Customer Master

Customer Master in PrismERP stores all essential information about each customer, including personal details, company data, contacts, addresses, and banking information. It tracks membership cards, categories, credit limits, and opening balances. Users can access vouchers, sale and service orders, ledger entries, attachments, and transactions linked to the customer. Control actions like creating invoices, recording receipts, assigning routes, and editing balances are available. Additional setups for customer categories, membership cards, and service portals help organize customer management efficiently.

Add New Customer

Field	Action
Name	Enter the customer’s full name.
Sub Type	Select the customer’s subtype.
Organization	Enter the organization name, if applicable.
Category	Select the category of the customer.
Parent	Select the parent customer, if any.
Membership Card Type	Select the type of membership card.
Card Expiry Date	Enter the expiry date of the membership card.
Opening Balance	Enter the customer’s opening balance in BDT.
Entry Date	Enter the date of entry.
Email	Enter the customer’s email address.
Credit Days	Enter the number of credit days allowed.
Branch	Select the branch the customer is associated with.
Credit Days Check	Toggle Yes/No to enforce credit day limit.
BIN/CIN	Enter the Business Identification Number / Corporate Identification Number.
ETIN	Enter the Electronic Tax Identification Number.
Phone	Enter the customer’s phone number.
Mobile	Enter the customer’s mobile number.
Alt. Mobile	Enter an alternate mobile number.
Description	Enter additional notes or description.
Latitude	Enter the geographical latitude of the customer location.
Longitude	Enter the geographical longitude of the customer location.
M-National	Select the national territory.
M-Bengal	Select the Bengal region.
M-Area	Select the area.
M-Zone	Select the zone.
M-Territory	Select the territory.
Route	Select the delivery route.
Founded on	Enter the company’s founding date.
Reg. No.	Enter the company registration number.
VAT/BIN	Enter the VAT or Business Identification Number.
Alt. Phone	Enter an alternate company phone number.
Skype	Enter the Skype ID.
Facebook	Enter the company Facebook page link.
Fax	Enter the fax number.
Alt. Email	Enter an alternate email address.
Website	Enter the company website.
WhatsApp	Enter WhatsApp number.
Billing Address	Enter the full billing address.
Country	Select the country (Bangladesh).
Division	Select the division.
City	Select the city.
Thana	Enter the Thana or sub-district.
PostOffice	Enter the post office name.
Postcode	Enter the postcode.
Section	Enter the section/local area.
Road	Enter the street/road name.
Address	Enter the full address line.
Shipping Address	Enter the shipping address if different from billing.
Bank	Select the bank.
Bank Branch	Select the bank branch.
Branch Routing Number	Enter the routing number of the branch.
Account Name	Enter the account holder name.
Customer ID	Enter the customer ID.
Acc. Number	Enter the bank account number.
Description	Add notes for the account.
Project	Select the project associated with the customer.
Name	Enter the contact person’s name.
Phone	Enter the contact person’s phone number.
Alt Phone	Enter an alternate phone number for the contact person.
Address	Enter the contact person’s address.
Email	Enter the contact person’s email address.

Customer Details View

Field	Action
Details	View all basic information of the customer and edit the information as needed.
Voucher	View all vouchers linked to this customer, including payment and expense details.
Sale Orders	Access all sale orders placed by the customer, showing items, quantities, and delivery status.
Service Orders	View service orders for this customer, including service type, schedule, and completion status.
Ledger	Check all ledger entries for the customer account, including debits, credits, and balances.
Attachments	Add new documents related to this customer or download existing attachments for reference.
Cheque	View details of cheques received from this customer, including cheque number, date, and amount.
Transactions	Track all financial transactions for the customer, including payments, adjustments, and receipts.
Sales Point	Review sales transactions associated with this customer at different sales points.
Tickets	Access tickets raised by the customer, including service requests and support history.
Loan Products	View any loan products linked to this customer, with details of amounts, terms, and repayments.
Routes	Check delivery or service routes related to the customer, including assigned personnel and schedule.
New Sale Orders	Access details of new sale orders created for this customer before finalization.
Asset Assignments	Review any company assets assigned to this customer for projects or services.
Supervisor History	Track supervisor approvals or actions related to this customer’s transactions.
Voucher without Sale	View vouchers linked to this customer that are not associated with any sale order.

Customer Control Items

Field	Action
New SI	Create a new Sale Invoice for the selected customer.
SI List	View the list of all Sale Invoices associated with the customer.
New SSO	Create a new Service Sale Order for the customer.
New Receipt	Record a new payment receipt from the customer.
Credit Days	Set or adjust the customer’s credit days.
Block	Block the customer for new orders or transactions temporarily.
Assign Route	Assign a delivery or service route for the customer.
SMS	Send an SMS to the customer using the registered mobile number.
Category Change Log	View the history of changes made to the customer’s category.
Add Contact	Add a new contact person for the customer.
Edit Opening	Edit the opening balance for the customer account.
Party Ledger	View the customer’s ledger, including all transactions and balances.

Add Customer Category

Field	Action
Name	Enter the name of the customer category to identify it in the system.
Display Order	Set the display order for the category in lists..
Retailer Global Discount	Enter the global discount percentage applicable to customers in this category.
Discount End Date	Specify the date until which the discount is valid.
Parent	Select a parent category if this is a sub-category.
Depth	Enter the depth level to indicate hierarchy within categories.
On Discount Exception 1	Enter any exception rules for discount 1 applicable to this category.
Discount Exception 2	Enter any exception rules for discount 2 applicable to this category.
Discount Exception 3	Enter any exception rules for discount 3 applicable to this category.
Quantity In SSO Invoice	Choose whether to show the quantity in Service Sale Order invoices.
UC In SSO Invoice	Choose whether to show Unit Cost in Service Sale Order invoices.
Service Rate	Specify the service rate applicable for this category.

Add Membership Card Type

Field	Action
Name	Enter the name of the membership card to identify it in the system.
Code	Enter or auto-generate a unique code for the card.
Formula	Define the formula for the card’s value or points calculation.
BDT	Specify the currency equivalent for points or rewards.
Sales Points	Enter the points earned per sale at applicable sales points.
Adjustable	Enter the adjustable percentage of points that can be modified.
Gift	Enter the percentage of gift points awarded.
Cash Back	Enter the percentage of cash back offered to cardholders.
Min Redeem Point	Enter the minimum number of points required to redeem rewards.

Add Customer Service Portal

Field	Action
Name	Enter the name of the customer service portal to identify it within the system.
Branch	Select the branch or branches where this portal is applicable.
URL	Enter the URL of the portal.
Application	Enter the name of the application associated with this portal.