Customers

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


Customer list


Your customer list will display when you open the menu 'Contacts' > 'Customers':

Search or filter customers

Open the filter options by clicking on the filter box and start filtering.



Enabling/Disabling customers

Here are two ways to enable/disable a contact:

1. Select the contact(s), choose 'Select Operation" and then click "Enable" or "Disable":



2. In the colum "ACTIVE", place your mouse on the contact you wish to enable or disable and click on the following button:

Adding/Editing an address

To add an address to your customer, open the customer card (do not click on "Edit"). Click on "ADD" in the "Addresses" section to create a new address.

Your customer addresses will display here. You can edit them or delete them.

Creating customers

From the customer list, click on '+ CREATE':



- Add the customer Address and Contact details:



- Add Notes: These notes will not be displayed on any customer facing document.


- Add Customer Terms & 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.

- Add Detailed information: You can choose to set a default Location, Price Level, Tax, Currency, Discount rate, Terms and language for PDFs. By default ('Use default setting'), erplain will use the user language.



Finally, don't forget to save: