Customer

In the Customer Section of Plan A ERP, The Customers feature allows you to manage and maintain customer accounts and related information. Here are the key functionalities:

1. Customer Accounts: Create and maintain individual accounts for each customer, including their contact details, email, tax number, billing address, and shipping address.

2. Customer Table: View a table listing all customers, including their assigned ID, name, contact information, email, current balance, and last login activity.

3. View Customer Details: When clicking on a customer's ID or view button, you can access detailed information about the customer, including their contact information, tax number, billing address, and shipping address.

4. Balance and Sales Information: Get an overview of the customer's financial status, including their current balance, average sales, and total sum of invoices.

5. Proposals: View a list of proposals associated with the customer, displaying the proposal number, issue date, amount, status, and actions such as viewing, editing, or deleting the proposal.

6. Invoices: Access a list of invoices related to the customer, showing the invoice number, issue date, due date, due amount, status, and actions like viewing, editing, or deleting the invoice.

7. Create Invoice: Generate new invoices for the customer, including invoice details such as issue date, due date, line items, quantities, prices, and tax information.

8. Create Proposal: Generate new proposals for the customer, including proposal details such as issue date, amount, and a description of the proposed products or services.

9. Update and Delete: Edit and update customer information, invoices, and proposals as needed. You can also delete customer accounts, invoices, and proposals if required.

The Customers feature provides you with comprehensive customer management capabilities, enabling you to track sales, manage invoices and proposals, and maintain a complete view of customer transactions and balances within the accounting system.