Customer Setup
Overview
Every order is linked to a customer record, which supplies the name, address and tax details printed on that customer's delivery challans. Customers are managed under Orders → Customers and are created, edited and deleted by an Admin.
Redaction for staff
Staff accounts (Planner, Operator, Supervisor) see customers by their short ID only — names and contact details are hidden. Only Admins see the full record.
Customer Fields
The form is grouped into Basic, Address and Tax Details. Only the company name is required.
| Field | Type | Description |
|---|---|---|
Company Name* key: name | text | As it should appear on challans. |
ID key: identifier | text (≤5) | Short code, e.g. "BPK". Auto-uppercased; used to identify the customer quickly in lists. |
Contact Name key: contactName | text | Primary contact at the customer. |
key: contactEmail | text | Contact email. |
Phone key: contactPhone | text | Contact phone. |
Address Line 1 key: addressLine1 | text | Street / area. |
Address Line 2 key: addressLine2 | text | Landmark, optional. |
City key: city | text | |
State key: state | text | |
Pincode key: pincode | text |
Tax Details & Challans
| Field | Type | Description |
|---|---|---|
GSTIN key: gstin | text | 15-character GST identification number. |
PAN key: pan | text | 10-character PAN. |
State Code key: stateCode | text (2) | GST state code, e.g. 27. |
These fields flow onto every delivery challan raised for the customer, alongside the address, so GST and e-way-bill details never have to be re-keyed at dispatch time. See Closing & Dispatch.
The Customer View
Opening a customer shows more than the record. Its tabs cover:
- Overview — a material pipeline (ordered → reserved → produced → ready → dispatched, in MT), recent production runs, order-status breakdown and a volume trend.
- Activity — order-by-order detail for a chosen date range, exportable to PDF or CSV.
- A Reel Sheet — stock ready to dispatch and stock dispatched today, with optional per-reel ID capture, exportable to PDF or CSV.
Managing Customers
Edit a customer at any time; changes apply to challans raised from then on and do not rewrite challans already issued. Deleting a customer is a soft delete — the customer disappears from active lists but its orders, runs and challans remain intact and reportable.
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