Customer Management

Customer management is the foundation of your sales operations. This guide covers everything you need to know about managing customers in Angage ERP.

Getting Started

Creating a New Customer

1. Navigate to Sales → Customers
2. Click New Customer
3. Fill in the required information:
   • Customer Name (required)
   • Customer Type (Individual/Company)
   • Tax ID/VAT Number
   • Currency (defaults to system currency)

Quick Customer Creation

You can create customers on-the-fly from quotations or sales orders using the "+" button next to the customer field.

Customer Information Fields

Basic Information

• Name: Customer's legal name
• Display Name: How the customer appears in the system
• Code: Auto-generated unique identifier
• Type: Individual or Company
• Status: Active/Inactive/Blocked

Contact Details

• Primary Contact: Main point of contact
• Email: Primary email for communications
• Phone: Main phone number
• Mobile: Mobile phone number
• Website: Company website (if applicable)

Financial Information

• Currency: Customer's preferred currency
• Payment Terms: Default payment terms
• Credit Limit: Maximum outstanding balance
• Tax ID: VAT/GST/Tax identification number
• Price List: Customer-specific pricing

How-To Guides

How to Set Credit Limits

1. Open the customer record
2. Navigate to the Financial tab
3. Enter the credit limit amount
4. Set credit control actions:
   • Warning: Alert when 80% of limit reached
   • Block: Prevent new orders when limit exceeded
5. Save the changes

How to Manage Multiple Contacts

1. In the customer record, go to Contacts tab
2. Click Add Contact
3. Fill in contact details:
   • Name, Title, Department
   • Email, Phone, Mobile
   • Role (Billing, Shipping, Primary)
4. Set as primary contact if needed
5. Save the contact

How to Set Customer-Specific Pricing

1. Navigate to Sales → Price Lists
2. Create a new price list or edit existing
3. Add pricing rules:
   • Product-specific prices
   • Category discounts
   • Volume-based pricing
4. Assign price list to customer

How to Track Customer Interactions

1. Open customer record
2. View Timeline tab for complete history:
   • Quotations sent
   • Orders placed
   • Invoices issued
   • Payments received
   • Support tickets
   • Notes and activities

How to Merge Duplicate Customers

1. Go to Sales → Utilities → Merge Customers
2. Select the primary customer (to keep)
3. Select duplicate customers (to merge)
4. Review merge preview
5. Confirm merge operation

WARNING

Merging customers is irreversible. All transactions from duplicate customers will be transferred to the primary customer.

Advanced Features

Customer Groups

Create customer groups for:

• Bulk pricing updates
• Targeted marketing campaigns
• Reporting and analytics
• Access control

Customer Portal Access

Enable self-service portal for customers:

1. Go to customer record
2. Navigate to Portal Access tab
3. Enable portal access
4. Set permissions:
   • View quotations
   • View orders
   • View invoices
   • Download documents
   • Submit support tickets

Automated Workflows

Set up automatic actions:

• Welcome email for new customers
• Payment reminder schedules
• Birthday/anniversary greetings
• Reorder reminders
• Satisfaction surveys

Best Practices

Data Quality

• Maintain consistent naming conventions
• Regularly update contact information
• Verify tax IDs and legal information
• Keep credit limits current
• Archive inactive customers

Relationship Management

• Log all customer interactions
• Set follow-up reminders
• Track customer preferences
• Monitor payment behavior
• Identify upsell opportunities

Compliance

• Verify tax exemption certificates
• Maintain data privacy compliance
• Document special terms and conditions
• Keep audit trail of changes

Troubleshooting

Common Issues

Cannot create customer

• Check required fields are filled
• Verify unique tax ID/code
• Ensure user has permission

Credit limit not working

• Verify credit control is enabled
• Check outstanding balance calculation
• Review order approval settings

Duplicate customers appearing

• Use merge utility to combine
• Set up duplicate detection rules
• Train staff on search before create

Next Steps

Learn how to create Quotations for your customers and start the sales process.