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Actions that can be performed on Customers Module

Zoho POS's Customers module offers streamlined management tools: edit, clone, and email functions, link vendors, merge records, toggle statuses, and initiate transactions. Customize fields, create views, and apply filters for organized data handling.

Summary

The Customers module in Zoho POS offers various management tools to streamline customer data handling. These tools include edit, clone, and email functions, as well as linking vendors, merging records, toggling statuses, and initiating transactions. Users can customize fields, create views, and apply filters to organize data effectively. The module also allows users to send emails to primary contacts, contact persons, or associated customers. Additionally, users can link customers and vendors, merge customers, mark customers as inactive, create new transactions, and disable SMS notifications. Users can also customize fields in the Customers module, add custom fields, and specify default values. The module provides a list view that can be filtered based on common parameters, and users can create custom views based on their requirements. The module also allows users to create a new transaction, such as an invoice, sales order, package, credit note, or record customer payment. Users can customize fields in the Customers module, add custom fields, and specify default values. The module provides a list view that can be filtered based on common parameters, and users can create custom views based on their requirements. The module also allows users to customize fields, create views, and apply filters for organized data handling.
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Edit

In the Customers module, you can select a customer and click the Edit button to make changes.

Clone

To clone a customer

Go to the Customers module and select a record.

Click More > Clone. The customer's information will be automatically populated.

Enter the information and click Save.

Send Emails

Emails can be sent to the primary contact, contact persons, or anyone who is associated with a customer.

To send emails

Go to the Customers module and select a record.

Click More > Email Customer.

Choose the appropriate email address from the Send To and CC fields.You can also enter an email address manually.

Click BCC and specify an email address if necessary.

Enter the subject and body of the email.

Click Attach Customer Statement checkbox to attach the statement with the email.You can click the Edit option to modify the date range.

Click Attachments to add attachments from your device in the email.

Click Send.

Link to Vendor

This option lets you create a relationship between a customer and a vendor. A retail store procures items from the vendor and the vendor in turn purchases some items from the retail store. In this case, the vendor is also a customer for the retail store. To manage all the transactions and monitor the outstanding receivables and payables, both the vendor and the customer can be interlinked.

To link a customer and vendor

Go to the Customers module and select a record.

Click More > Link to vendor.

Select a customer from the drop-down list and click Link.

Merge Customers

When two customers are related to one another, they can be merged together. In some cases, a duplicate entry might be there in the customers module and each record might have a history of transactions. Deleting a duplicate record will result in the loss of all transaction-related information. To avoid that, both customers can be merged together such that the transaction and other information are moved from the duplicate to the original customer.

To merge customers

Go to the Customers module and select a record.

Click More > Merge Customers.

Select a customer from the drop-down list and click Continue.

Click Confirm.

Mark as inactive

To mark a customer as inactive

Go to the Customers module and select a record.

Click More > Mark as Inactive. You can click Mark as active button to activate a vendor.

Create a new transaction

You can create a invoice, sales order, package, credit note, or record customer payment for a customer.

To create a transaction

Go to the Customers module and select a record.

Click New Transaction and select an option from the drop down list.

Enter the required information and click Save.

Views and Filter

In List View, the records can be filtered based on certain common parameters such as active, inactive vendors, duplicate vendors, etc. You can switch between various default filters or create a new on based on your requirements.

To create a custom view

In the Customers module, select the Views drop-down list.

Click + New Custom View.

Enter the Name and specify the criteria.For example, when payables is greater than 10000.

Hover over the fields in the Available Column and click the Add icon to view them in the List View.

Specify who can access this view in the Share this with section.

Click Save.

Customizing Fields

The fields in the custom module can be customized based on your requirements. Apart from the default fields, custom fields can be added to the Items module. A maximum of 44 custom fields can be added.

To add custom fields

Go to Settings > Preferences > Customers and Vendors.

Select the Field Customization tab and click + New Custom Field.

Enter the label name (field name) and specify the date type from the drop down list.

Specify the default value to be displayed in the field if required.

Click Yes, if you want to the field to be mandatory.

Click Yes if you want this field to be displayed in transactions and PDFs.

Click Save.

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