Customer Management

Customer Management covers customer registration, record maintenance, and customer-related operations in PrismERP. Users can add customer information, search and filter the customer list, view customer profiles and related records, perform actions such as creating sales invoices and recording receipts, and configure credit limits for individual customers.

Add New Customer

Field	Action
Customer NID/Mobile	Enter the customer's NID or mobile number to search for an existing customer or register a new one.
Name	Enter the customer's full name to create the customer record.
Print As	Specify how the customer's name should appear in printed documents.
Sub Type	Select the customer subtype, such as Individual or Corporate, to identify the type of customer.
Organization	Enter the organization name if the customer belongs to an organization.
Category	Select the category under which the customer will be classified.
Opening Balance (BDT)	Enter the customer's opening balance, if any, to record the outstanding amount at the time of registration.
Code	Enter or review the unique customer code. The code can be generated automatically or entered manually.
Entry Date	Set the date on which the customer record is created in the system.
Email	Enter the customer's email address for communication.
Branch	Select the branch under which the customer will be managed.
Phone	Enter the customer's landline or contact number.
Mobile	Enter the customer's primary mobile number.
Alt. Mobile	Enter an alternative mobile number for the customer.
Description	Enter any additional information or remarks related to the customer.
Latitude	Enter the customer's geographical latitude, if applicable.
Longitude	Enter the customer's geographical longitude, if applicable.
National	Select the national-level territory or coverage assigned to the customer.
Region	Select the region under which the customer is located.
Division	Select the division associated with the customer's location.
Zone	Select the zone assigned to the customer.
Territory	Select the territory assigned to the customer for sales or distribution purposes.
Route	Select the route assigned to the customer.
Billing Address	Enter the full address used for customer billing.
Billing Country	Select the country of the billing address.
Billing City	Select the city of the billing address.
Billing Thana	Select the thana of the billing address.
Shipping Address	Enter the address where products or goods should be delivered, if different from the billing address.
Project	Select the project linked to the customer, if applicable.
Contact Type	Select the contact type, such as Business or Personal, to identify the nature of the contact.
Contact Name	Enter the full name of the contact person.
Contact Branch	Select the branch associated with the contact person.
Contact Department	Enter the department in which the contact person works.
Contact Organization	Enter the organization name associated with the contact person, if applicable.
Contact Designation	Enter the contact person's designation or job title.
Gender	Select the gender of the contact person.
Contact Address	Enter the contact person's full address.
Subject	Enter a subject or remark related to the contact person.
Contact Email	Enter the contact person's email address.
Contact Phone	Enter the contact person's phone number.
Contact Mobile	Enter the contact person's mobile number.

After a customer is registered, the record is added to the customer list. Users can search and apply filters to quickly locate a specific customer based on relevant criteria such as name, email, PIN, branch, category, project, NID, supervisor, manager, status, code, phone number, city, or postal code.

From the customer list, users can open a customer record to view different types of information, including customer details, related vouchers, sales orders, service orders, ledger, transactions, and attachments. They can also access cheque information, service requests, tickets, sales point data, loan products, assigned routes, asset assignments, new sales orders, and vouchers that are not linked to sales.

Customer Actions

The customer details profile provides access to several customer-related operations. Users can create invoices and service orders, record payments, assign routes, send SMS, manage contact information, update opening balances, and check the customer’s sales history and ledger.

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.

Customer Credit Configuration

From the customer list page, users can configure credit settings for individual customers by selecting the credit method, setting the credit period and allowed credit days, defining the maximum due limit, and specifying when the credit limit should be checked.

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.