One customer record behind every quotation, order, invoice, and payment
Keep each customer once — company or individual, addresses, contacts, tax ID, payment terms, fiscal position, receivable and payable accounts, bank details, SLA policies, and salesperson. Sales and Finance read the same record.
Built for
- Sales teams — Quote and order against customers whose terms and addresses are already on file.
- Accounts receivable — Invoice and collect with tax ID, payment terms, and the receivable account set once.
- Account managers — Keep contacts, delivery sites, and SLA policies per customer in one place.
- Owners & managers — See which customers are buying through the Sales Dashboard and Analysis.
What Sales Customers does inside ERPS X
Sales Customers is the customer master for your company. Each record has a Customer ID and Customer Name, a company-or-individual type, main Address, Phone, Mobile, Email, Website, Tax ID, and tags.
Under Contacts you add people and additional addresses — invoice, delivery, other, and private — each with a contact name and notes. Sales settings hold the Salesperson and Payment Terms; finance settings hold the Fiscal Position, Account Receivable, Account Payable, and bank details (Account Holder, Bank, Account Number). SLA Policies, industry, reference, and notes complete the picture.
Because the customer is one record in the company database, every quotation, sale order, invoice, credit note, and payment references it. The receivable account set here is where Accounting posts what the customer owes, so Finance never has to guess.
Sales teams
Quote and order against customers whose terms and addresses are already on file.
Accounts receivable
Invoice and collect with tax ID, payment terms, and the receivable account set once.
Account managers
Keep contacts, delivery sites, and SLA policies per customer in one place.
Owners & managers
See which customers are buying through the Sales Dashboard and Analysis.
Everything Sales Customers gives your team
Each feature below is part of the application as it ships in your ERPS X workspace — no add-ons, no separate licences.
Customer profile
ID, name, company/individual type, address, phone, mobile, email, website, tax ID, tags, and notes.
Addresses & contacts
Invoice, delivery, other, and private addresses with named contacts under one customer.
Payment terms & fiscal position
Terms and fiscal position flow into quotations, orders, and invoices.
Receivable & payable accounts
Set the accounts Accounting posts to for this customer, so postings are consistent.
Bank details & SLA policies
Account holder, bank, and account number, plus SLA policies for service commitments.
Salesperson
Assign a salesperson so quotations and reports reflect account ownership.
A closer look at Sales Customers
The screens, records, and controls you will actually work with day to day.
Profile
- Customer ID and Customer Name
- Company or Individual
- Address, phone, mobile, email, website
- Tax ID and Tags
- Industry, Reference, Notes
Contacts & sales
- Invoice, delivery, other, private addresses
- Contact names per address
- Salesperson
- Payment Terms
- SLA Policies
Finance
- Fiscal Position
- Account Receivable
- Account Payable
- Account Holder, Bank, Account Number
- Referenced by invoices, credit notes, and payments
The Sales Customers workflow
From first setup to daily use — the path your team follows inside the application.
Add the customer
Enter ID, name, type, address, phone, email, website, and tax ID.
Add contacts and sites
Create invoice, delivery, or other addresses and the people you deal with.
Set terms and accounts
Record salesperson, payment terms, fiscal position, receivable and payable accounts, and bank details.
Sell
Quote and confirm orders against the customer from the Sales department.
Invoice and collect
Invoices, credit notes, and payments in Finance reference the customer and post to its accounts.
Where teams use Sales Customers every day
Wholesaler with trade accounts
Payment terms and salesperson per customer keep repeat orders quick and consistent.
Customer with several delivery sites
Invoice address at head office, delivery addresses per branch, one customer.
Services firm with SLAs
Record SLA policies on the customer so commitments are visible to the team.
Finance standardizing receivables
Receivable accounts set per customer group make the ledger predictable.
Retailer with B2B customers
Trade customers live here; walk-in customers are handled in POS with their own customer categories.
Manager reviewing accounts
Sales Analysis shows quotations and orders by customer and salesperson.
What changes when Sales Customers runs on ERPS X
Outcomes you can expect once the application is live for your company.
One record everywhere
Quotations, orders, invoices, credit notes, and payments all reference the same customer.
Faster quoting
Terms and addresses pre-fill when the customer is selected.
Predictable postings
Receivable and payable accounts on the customer drive Accounting.
Clear ownership
A salesperson is assigned to each account.
Per-company customer lists
Each ERPS X company keeps its own customers in its own database.
Department access
Customer screens are granted to users with the Sales department.
Works with the rest of your ERPS X workspace
Sales Customers shares one database with every other application in your company workspace. No connectors, no exports — the same record everywhere.
Popular with
Sales Customers — common questions
What is stored on a customer record?
Why set a receivable account on the customer?
Can a customer have separate invoice and delivery addresses?
Are customers shared across companies?
Do POS customers use this list?
Know every customer before you quote
Start a 14-day trial, activate ERPS for your company, and add your first customers from the Sales menu.