Customers

The Customers module in Zoho Procurement helps your organization manage spend that are incurred on behalf of customers or clients. Whether your purchase materials for a project or provide billable services, they can be associated with a customer to ensure accurate tracking and billing.

Add New Customers

To associate customers with records, you need to first add the required customers to your organization. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Customers under General.
• Click + New Customer in the top right corner.
• Select the Customer Type. You can choose either Business or Individual.
• Enter the Primary Contact information.
• Enter the Company Name.
• Enter the Contact Display Name.
• If you want to add an organization as primary contact, add the organization’s name in the Contact Display Name field. The Contact Name, Email Address and Contact Number will be that of the primary contact in the organization.
• To identify an individual customer, enter their name in the Contact Display Name field followed by other contact information.
• Select the Currency they deal with from the dropdown.
• Add the Contact Person details to be associated with the customer.
• Click Save.

Import Customers

If you’ve created customers elsewhere, you can import them into Zoho Procurement. Here’s how:

• Go to Settings in the top right corner.
• Click Customers under General.
• Click the More icon in the top right corner and select Import Projects.
• Click Choose File and select the file you want to import. Or, drag and drop the file that you want to import.

• If you want to upload another file instead of the selected file, click Replace File and choose another file.
• Select the Character Encoding and File Delimiter.
• Click Next.
• The best match for each field in Zoho Procurement will be auto-mapped with the fields in the imported file. If there are unmapped fields, you can map them manually.
• If you want to save the mapping for future use, mark the Save these selections for use during future imports option.
• Click Next.
• The data in the unmapped fields will not be imported into Zoho Procurement. If you want to map those fields, click Previous and map the unmapped fields.
• Once you have mapped all the relevant fields, click Import.

Associate Customers With Records

Once you’ve added customers to your organization, here’s how you can associate them with records:

• Select the required module from the left sidebar.
• Click + New in the top right corner.

• Select the Customer.
• Click Save

Edit Customers

You can update the details of your customers by editing them. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Customers under General..
• Hover over the customer you want to edit.
• Click the More icon and select Edit.
• Make the necessary changes and click Save.

Filter Customers

You can filter the customers in your organization based on their status. Here’s how:

• All Customers: All the active and inactive customers in your organization will be listed in this filter.
• Active Customers: All the active customers in your Zoho Procurement organization will be listed in this filter.
• Inactive Customers: All the inactive customers in your Zoho Procurement organization will be listed in this filter.

Add Custom Fields

Create custom fields to capture the customer-specific information.

Mark Customers as Inactive

If your business no longer deals with certain customers, you can mark them as inactive. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Customers under General..
• Select the customers you want to mark as inactive.
• Click Mark as Inactive at the top.

Mark Customers as Active

If your business starts dealing with customers who were previously marked as inactive, you can mark them as active. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Customers under General..
• Select the inactive customers you want to mark as active.
• Click Mark as Active at the top.

Export Customers

If you would like to send your customer details to your accounting software or any other application, you can export them. Here’s how:

• Go to Settings in the top right corner of the page.
• Click Customers under General..
• Click the More icon in the top right corner and select Export Customers.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Delete Customers

Here’s how you can delete customers:

• Go to Settings in the top right corner of the page.
• Click Customers under General..
• Hover over the customer you want to delete.
• Click the More icon and select Delete.
• Confirm your action by clicking Delete in the pop-up.