Customers & Suppliers
People module: customers with/without login, suppliers, imports, udhaar and client portal.
Adding a customer
Open People → Customers → Click Add → Enter name, phone, address, price group
Customers with login vs without login
Without login — walk-in and regular customers → With login — they can access the client portal (jobs, invoices, payments) → Convert anytime by enabling portal login
Importing customers from Excel
Download the sample → Fill name, phone, email, address, opening balance → Upload and confirm
Customer ledger and statements
Open the customer → Click Ledger → See invoices, payments, returns and balance
Recording a customer payment (udhaar collection)
Open the customer → Click Pay / Receive payment → Enter amount and method
Opening balances for old udhaar
Enter the opening balance on each customer → Or import a column Opening balance → Positive = customer owes you
Aging report (who owes since when)
Open the report → See 0–30, 31–60, 60+ day buckets → Sort by amount
Udhaar reminders on WhatsApp
Edit the reminder template → Send manually from the customer ledger → Or enable automatic reminders on due date
Adding suppliers
Open Suppliers → Add → Enter name, phone, address, payment terms → Add opening payable balance
Supplier ledger and payments
Open the supplier → See purchases, returns and payments → Click Pay to record a payment
Customer groups and price groups
Create groups (Retail, Wholesale, Dealer) → Set a price level per group → Assign customers
Loyalty points
Enable loyalty → Set points per rupee and redemption value → Points accrue on sales
Client portal: what customers can do
View service job status → Approve quotations → Download invoices
Merging duplicate customers
Search both records → Move sales to the correct one (edit invoice customer) → Deactivate the duplicate
Customer segments for marketing
Create a segment (inactive 60 days, top 100…) → Preview the customers → Use it in a campaign
GDPR / deleting a customer's data
Open the customer → Anonymise or delete → Sales history is kept without personal details