Customers

From the menu 'Contacts' > 'Customers', you can view, search and create customers.


Your customer list

Your customer list will be display when you open the customer menu:


Search or filters your customers

Open the filter options by clicking on 'Display/Hide filters:


Deleting a customer

To delete a customer, select the customer(s), choose 'Disable contact' and then click on 'Execute':


Create a new customer

Click on 'Create Customer':


Customer Information


Language

erplain can customize the language of your PDF documents (Sales orders or Invoices for example) for each customer. Select the language in the PDF language selection box:

By default ('Use default setting'), erplain will use the user language.



Notes

These notes will not be displayed on any customer facing document.


Customer Terms & Conditions

Customer's specific terms and conditions for your PDFs. You can choose to replace the default terms and conditions or add it to the default terms and conditions in your PDF Settings.


The addresses



Finally, don't forget to Save:


With erplain, you can add more than one address for each customer (bill to, ship to,...). To do so, click on 'Add address' once you have created the customer:

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