CNPERP - Customers

Customer Name *

Customer Type *

Email

Phone

VAT Registration Number

Credit Limit

Payment Terms (days)

Contact Person

Address

Notes

Tax Exempt

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.

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

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Total Invoiced

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Total Received

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Balance Due

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POS Sales

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Available Credit

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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

Customers

Total Customers

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Active Customers

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Total Receivables

-

Avg. Order Value

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Customers

Total Customers

-

Active Customers

-

Total Receivables

-

Avg. Order Value

-

Add New Customer

Import Customers (Enhanced)

Upload CSV or Excel File

Map File Columns to Database Fields

Preview Import Data

Confirm Import Settings

File Information

Import Settings

Import Customers

Customer Details

Customer Information

Address

Notes

Transactions

Sales & Receipts

Edit Customer