Overview

The Customer Master in DIGITZ ERP stores all core information and configuration settings for each customer the organization deals with. It serves as the central reference for all customer-related operations including Sales Orders, Delivery Notes, Sales Invoices, Credit Notes, Receipt Entries, and Accounts Receivable reporting.

The Customer Master ensures consistency in credit control, delivery details, pricing rules, salesman assignment, and overall traceability throughout the sales and receivable cycle.

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Purpose

To maintain structured and validated customer information so that sales, delivery, billing, and collection processes operate smoothly.
It defines essential customer defaults such as credit days, credit amount, contact information, delivery locations, assigned salesman, and price list behavior—ensuring accuracy and efficiency across all sales-related workflows.

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How It Works

Once a customer is created, DIGITZ ERP automatically pulls its default settings—including credit days, credit amount, addresses, delivery locations, salesman, and price list—into all sales and invoicing documents.

This ensures:

• Consistent application of customer-specific rules
• Reduced manual data entry
• Accurate due dates
• Correct outstanding tracking
• Streamlined Sales → Delivery → Billing workflow
• Reliable receivable monitoring

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Key Fields

1. Customer Name

Primary identifier used in all sales and finance documents.

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2. Prospect

Displays the Prospect record from which the customer was converted.
Useful for CRM tracking and audit trails.

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3. Customer Group

Main classification layer for categorizing customers, such as:

• Retail
• Wholesale
• Corporate
• AMC
• Trading
• Project-based

Customer Groups are used for segmentation, analysis, dashboards, and future enhanced group-wise reporting.

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4. Credit Days

Number of days the customer is allowed to settle invoices.
Used for automatic due date calculation.

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5. Credit Amount (Credit Limit)

Maximum outstanding allowed for the customer.

DIGITZ ERP behavior:

• Shows warnings when exceeded
• Shows exposure during billing
• Does not block transactions—warnings only

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6. Customer Contact Address

Stores multiple addresses such as Billing, Shipping, and Site addresses.
Automatically populated in sales documents.

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7. Customer Delivery Locations

Allows defining multiple delivery sites for dispatch accuracy and logistics planning.

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8. Salesman Associated with the Customer

Defines the default salesperson or account handler.
Used automatically in SO/SI and supports follow-up and performance reporting.

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9. Default Price List (Optional)

If set, this selling price list determines item pricing in:

• Sales Orders
• Delivery Notes
• Sales Invoices

Supports long-term pricing agreements and negotiated customer rates.

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10. Customer Bank Details

Stores customer bank information such as Bank Name, Account Number, and IBAN/SWIFT.

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Additional Functional Options

1. Merge Customer

Allows merging one customer into another.
Useful when:

• Customer name changes
• Duplicate customers exist
• Consolidation is required

All linked transactions (invoices, receipts, credit notes) are transferred safely to the target customer.

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2. Customer Items (Future Enhancement)

DIGITZ ERP plans to introduce Customer Items (Future Enhancement), allowing:

• Customer-specific item codes
• Customer-specific descriptions
• Customer-item preferences

This will help improve Sales Order accuracy and item identification.

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Customer Controls & Configuration Behaviour

1. Credit Sales Handling

• Credit Days → Determines due dates
• Credit Amount → Controls credit exposure

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2. Pricing Behavior

a. Default Price List

If a price list is assigned, DIGITZ ERP automatically applies the rate from the price list during sales transactions.

b. Use Customer Last Price (Company Settings)

DIGITZ ERP supports the “Use Customer Last Price” option in Company Settings.

When enabled:

• The system fetches the rate from the customer’s last Sales Invoice
• This last transaction rate overrides the price list rate
• Ensures consistency with customer-specific negotiated or historical pricing
• Ideal for regular customers with recurring orders at variable rates

This behavior applies to:

• Sales Orders
• Sales Invoices
• Delivery Notes (if rate fetching is enabled)

This setting ensures that pricing aligns with customer-specific historical transactions without manual intervention.

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Posting Behaviour

Customer Master influences:

• Due Date (from Credit Days)
• Pricing (from Price List or Last Price)
• Outstanding and exposure visibility (from Credit Amount)

While it does not create ledger postings directly, it governs how financial entries behave during sales and receipt processes.

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Integration

1. Sales Module

Automatically fills customer defaults in:

• Sales Orders
• Delivery Notes
• Sales Invoices
• Sales Returns

2. Accounts Receivable

Used for:

• Customer Outstanding
• Ageing
• Customer Statements
• Credit exposure checks

3. Receipt Entry

Used for payment recording, invoice adjustments, and outstanding clearance.

4. General Ledger

All customer-related transactions contribute to real-time financial updates.

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Reports Involving Customer Master

Accurate Customer Master configuration ensures correctness in:

• Customer Outstanding Report
• Customer Ageing Report
• Customer Statement of Account
• Sales Register
• Sales Receipt Analysis
• Periodic Sales Analysis
• Itemwise Sales Summary

Customer Group–Wise Reports (Future Enhancement)

• Customer Group–wise Outstanding (Future Enhancement)
• Customer Group–wise Sales (Future Enhancement)
• Customer Group–wise Ageing (Future Enhancement)