Customer Records and Contact Details
Authorized users can search customers, add a customer name, phone, email and address, then review the customer list and use edit or delete actions when records change.
MODULE 04 • CUSTOMER RECORDS
Customer Management in Inventory Accounting ERP
Create, search and maintain company-specific customer records with phone numbers, email addresses and locations for connected sales, invoice and payment workflows.
REAL ERP SCREEN
Maintain Customer Information in One Place
This real Inventory Accounting screen combines customer search, customer creation and record maintenance in one practical workspace.
CUSTOMER FEATURES
What You Can Manage
Structured customer information supports faster sales entry and more consistent customer records.
Search Customers
Find existing customer records quickly before creating a sale or updating contact details.
Add Customer Names
Create a customer identity for use across sales, invoices, receipts and account activity.
Maintain Phone Numbers
Keep a primary customer phone number available for order and payment follow-up.
Store Email Addresses
Save customer email details alongside the main customer profile.
Record Addresses
Maintain customer address information for business records and supported documents.
Edit or Delete Records
Correct customer information or remove obsolete records through controlled actions.
CONNECTED SALES
Why Customer Records Matter
Accurate customer profiles help sales teams select the correct buyer, maintain reliable contact information and connect invoices, payments and ledger activity to the appropriate record.
See how customer records support the wider sales inventory software workflow.
CUSTOMER WORKFLOW
How to Manage Customer Records
- Confirm the company. Check the current company context before changing customer records.
- Search before creating. Look for the customer first to reduce unnecessary duplicate entries.
- Add customer details. Enter the customer name, phone number, email address and location.
- Review the customer list. Confirm that the saved record contains the correct information.
- Maintain the record. Use edit or delete actions when customer information changes.
FREQUENTLY ASKED QUESTIONS
Customer Management FAQ
What information can be stored for a customer?
The module provides fields for customer name, phone number, email address and physical address.
Can users search customer records?
Yes. The Customers Management screen includes a customer search field and search action.
Can customer details be updated?
Yes. The customer list provides an edit action for authorized users.
How do customers connect to the ERP?
Customer records support sales, quotations, invoices, payments, customer ledgers and reporting workflows.
See Customer Management in the Live ERP
Book a demo to review customer setup and the connected sales, invoicing, accounting and reporting workflows.