Customer Management
Effectively manage Customer Details through Customer Management.
With Deskera ERP, you can maintain comprehensive information about your customers including payment terms, shipping address, contact information and more. Also the opening balance information about each customer can be configured easily at the time of customer creation.
You can view the graphical representation of your key customers based on transaction amount. This rating among customers helps in segregating your most valuable customers.
Key Features
Add New Customer:
Maintain comprehensive customer details including opening balance, preferred delivery mode as well as credit term. You may also add a sub-customer to an existing customer.
Edit customer Details:
Edit customer details such as contact information, preferred delivery mode, credit term and more.
Export Customer List
The customer list can be exported in a CSV or PDF file format. Exporting in CSV is recommended for viewing and editing in spreadsheet format, whereas exporting in PDF is recommended for viewing, mailing and printing customer list.
