# Customers

Manage customer relationships and transactions

###### Total Customers

### -

###### Active Customers

### -

###### Total Receivables

### -

###### Avg. Order Value

### -

Search customers
Results update as you type. Press Enter to search immediately.
Customer Type
Status
Balance Range
Branch

| Customer | Type | Phone | Balance | Status | Member Since | Actions
--- | --- | --- | --- | --- | --- | --- | ---

Per page:

##### Add New Customer

Customer Name *
Customer Type *
Email
Phone
VAT Registration Number
Credit Limit
Payment Terms (days)
Contact Person
Address
Notes
Tax Exempt

##### Import Customers (Enhanced)

1 Upload File
2 Map Columns
3 Preview
4 Confirm

###### Upload CSV or Excel File

Choose file Supports: CSV, Excel (.xlsx, .xls)
Tip: You can import customers from different sources regardless of how the file is formatted. Our system will auto-detect and map your columns.

###### Map File Columns to Database Fields

The system has detected columns in your file and suggested mappings. Adjust as needed.

###### Preview Import Data

Import Summary:
Duplicate Handling
Overwrite existing opening balance

###### Confirm Import Settings

###### File Information

File:

Rows:

Mapped Fields:

###### Import Settings

Duplicate Action:

Overwrite Balance:

Ready to import? Click the Import button to proceed. You can always undo individual customer changes after import.

##### Import Customers

Upload CSV or Excel file
Required column: name. Optional: email, phone, address, customer_type, vat_reg_number, credit_limit, payment_terms, contact_person, notes, active.
Template: Download a CSV template to get started.

##### Customer Details

###### Customer Information

Name: | John Doe
Type: | Retail
Email: | john.doe@example.com
Phone: | +1 234 567 8900
VAT Number: | VAT123456
Credit Limit: | P 5,000.00
Account Balance: | P 1,250.00
Contact Person: | N/A
Member Since: | N/A

###### Address

123 Main Street, City, State 12345

###### Notes

Preferred customer with excellent payment history.

##### Transactions

Opening Balance
—
Total Invoiced
—
Total Received
—
Balance Due
—
POS Sales
—
Available Credit
—

Date | Type | Description / Ref | Debit | Credit | Balance | Status
--- | --- | --- | --- | --- | --- | ---

Invoice # | Date | Amount | Status | View
--- | --- | --- | --- | ---

Date | Method / Description | Reference | Amount | Status
--- | --- | --- | --- | ---

###### Sales & Receipts

Date | Reference | Items | Total | Status | Receipt
--- | --- | --- | --- | --- | ---

##### Edit Customer

Customer Name *
Customer Type
Email
Phone
VAT Registration Number
Credit Limit
Payment Terms (days)
Contact Person
Address
Notes