Customers
Overview
You can define and manage customer details to be used across all operations in the sales module. Having the correct customer definitions in place will help your printed documents always show the correct customer details, and give you the reporting you need for each customer in the sales module.
Fields of the Customer Form Explained
- Customer is a Business Organization: This checkbox indicates whether the customer is a business entity. When checked, it requires the organization's tax number to be provided, and acts as a filter for the customers lists in Mezan.
- Customer Name: The name of the customer. This is a required field for all customers.
- Customer's Organization Name: The name of the organization if the customer is a business. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Receivables Account: The account to use for receivables when creating invoices or receipts for the customer. This will default to the receivables account of the organization sales defaults. Keep in mind, Mezan tracks "customer statements" based on customer definitions mainly, so you do not need a separate receivables account for each customer.
- C.R. Number: The Commercial Registration number for business customers. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Organization's Tax Number: The tax identification number for business customers. This field becomes mandatory when the customer is marked as a business organization. It will show on the printed sales module documents issued to the customer.
- Primary Email: The main email address for contacting the customer. This is an optional field. It will show on the sales module documents issued to the customer.
- Secondary Email: An additional email address for contacting the customer. This is an optional field.
- Primary Phone: The main phone number for contacting the customer. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Secondary Phone: An additional phone number for contacting the customer. This is an optional field.
- Country: The country where the customer is located. This is a required field. It will show on the printed sales module documents issued to the customer.
- City: The city where the customer is located. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Address: The full address of the customer. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Zipcode: The postal code for the customer's address. This is an optional field. It will show on the printed sales module documents issued to the customer.
- Archived: This tracks the state of the customer, if it's archived, it will not show up in the customers lists, and will not be possible to create transactions for the customer. This is useful to keep customer records without losing them in the system. When a customer is archived you can still access the customer details, and unarchive them at any time. Deleting a customer after it is archived is only possible if it has no transactions associated with it.
Customer Reporting Explained
Mezan's built-in sales reporting for customer statements and other customer reports is mainly built to include the sales module operations. Based on the customer definition, not the linked accounts directly. This allows us to consolidate many customers into one account, and still get the separate customer statements.
Customer's may not show up as separate subaccounts in the general ledger or other more general financial reports, but you can still get a customer statement for each customer.
If your business or accounting workflow requires customers to have separate accounts in the general ledger, you can create a new receivables account for each new customer definition, and map each customer to one account only.