Customer Management

PrismERP’s Customer Management makes it simple to add and manage customers, track their details, transactions, and contacts, and configure credit limits. Customers can be quickly searched and filtered, with all actions and activity accessible from a clear, organized interface.

1. Add New Customer

Basic Information:

Field	Description
Customer NID/Mobile	Enter the customer's NID or mobile number to search or register.
Name	Enter the customer’s full name.
Print As	Specify how the customer name will appear in print documents.
Sub Type	Select the customer subtype (e.g., Individual, Corporate).
Organization	Enter the organization name if the customer belongs to one.
Category	Choose the customer category/group.
Opening Balance (BDT)	Enter the customer’s opening balance, if any.
Code	Enter or review the customer code (auto or manual).
Entry Date	The date the customer record is created.
Email	Enter the customer’s email address.
Branch	Select the branch where the customer will be managed.
Phone	Enter the customer’s landline number.
Mobile	Enter the customer’s mobile number.
Alt. Mobile	Enter an alternative mobile number.
Description	Add any additional notes about the customer.

Location Information:

Field	Description
Latitude	Enter the customer’s latitude (optional).
Longitude	Enter the customer’s longitude (optional).

Territory Information:

Field	Description
National	Select the national category/coverage.
Region	Select the region of the customer.
Division	Choose the division.
Zone	Select the zone.
Territory	Select the territory assigned to the customer.
Route	Select the route for this customer.

Address Information:

Field	Description
Billing Address	Enter the full billing address.
Billing Country	Select the billing country.
Billing City	Enter the billing city.
Billing Thana	Enter the billing thana.
Shipping Address	Enter the shipping address (if different).

Project Information:

Field	Description
Project	Select the linked project, if applicable.

Contact Person Information:

Field	Description
Contact Type	Choose the type of contact (e.g., Business, Personal).
Contact Name	Enter the contact person’s full name.
Contact Branch	Select the branch linked to this contact.
Contact Department	Enter the department of the contact.
Contact Organization	Enter the organization name (if applicable).
Contact Designation	Enter the contact person’s designation.
Gender	Select the gender.
Contact Address	Enter the contact person’s address.
Subject	Enter a remark or subject for this contact.
Contact Email	Enter the contact person’s email.
Contact Phone	Enter the contact person’s phone number.
Contact Mobile	Enter the contact person’s mobile number.

2. Customer List

2.1 Search and Filter Option

Field	Description
Name	Search customers by full or partial name.
Email	Filter customers by email address.
PIN	Filter customers using their PIN number.
Branch	Select a specific branch.
Category (Cat.)	Filter customers by category
Project	Filter customers by linked project.
NID	Search by customer National ID number.
Supervisor	Filter customers by supervisor name.
Manager	Filter customers by manager name.
Status	Filter customers by status (Active, Inactive, All).
Code	Search customers by their unique code.
Phone	Filter customers by phone number.
City	Filter customers by city.
P.Code	Filter customers by postal or area code.

2.2 Customer Details View

Field / Module	Description
Details	View all basic and extended customer information.
Voucher	Access all vouchers related to this customer.
Sale Orders	View all sales orders for the customer.
Service Orders	View service orders linked to the customer.
Ledger	View ledger and balance details.
Attachments	Upload or view documents related to the customer.
Cheque	View or manage cheques linked to the customer.
Dolil	Access Dolil details (if applicable).
SR	View Service Request information.
Sales Point	Access point-of-sale related data.
Tickets	View and search tickets associated with the customer.
Loan Products	View loans linked to the customer.
Routes	View routes assigned to this customer.
New Sale Orders	View new sale orders.
Asset Assignments	View aassets assigned to the customer.
Voucher without Sale	View vouchers not linked to sales.

2.3 Customer Actions

Action	Description
Add New Sale Invoice	Create a new sales invoice for the customer.
View SI List	View the list of all sales invoices.
Add New SSO	Create a new Service Sales Order (SSO).
Add New Receipt	Record a new payment receipt for the customer.
Assign Route	Assign a delivery or sales route to the customer.
Send SMS	Send SMS messages to the customer.
View Customer Category Change Log	Track changes in customer category over time.
Add Contact Information	Add or update contact persons for the customer.
Edit Opening Balance	Modify the customer’s opening balance.
View Party Ledger	Open the ledger to see all debit/credit transactions.

2.4 Customer Credit Configuration

Field	Description
Credit Method	Select the credit method for the customer (e.g., Manual, Automatic).
Pulse (Months)	Specify the pulse period in months for credit calculation.
Check On	Select the module/event on which credit is checked (e.g., Sale Order).
Credit Days	Enter the number of days allowed for credit.
Multiply By	Enter a multiplier for credit calculation (if applicable).
Max. Due (% of Limit)	Enter the maximum allowable due as a percentage of the customer’s credit limit.
Branch (Filter)	Select a specific branch to filter the customer list or credit configurations.
Customer (Filter)	Select a specific customer to view or edit credit configuration.