Customer
Overview
Customer – Business Overview
The Customer document is the central record used to manage and track every buyer of goods and services in Dafater. It represents the people or organizations your business sells to and is the foundation for all sales, billing, and receivables activities.
What the Customer is Used for in Business Operations
The Customer document stores all essential commercial information about a buyer, such as:
- Company or individual details
- Billing and delivery preferences
- Credit terms and payment expectations
- Sales ownership and relationship tracking
Once a Customer is created, it becomes the reference point for sales quotations, orders, invoices, and collections. It ensures consistency, accuracy, and control across all customer-facing transactions.
Prerequisites and Setup Requirements
Before creating and using Customers effectively, the following should be defined in Dafater:
- Sales structure such as selling units, territories, or regions
- Pricing and currency rules, if you sell at different rates
- Payment terms and credit policies
- Customer groups or categories for reporting and segmentation
- Sales responsibility assignments (such as sales representatives or account owners)
These setups help ensure that every Customer record aligns with your business rules and reporting needs.
Typical Workflow and Business Process Fit
Customer Creation
A new Customer is created when a prospect is approved for business or before the first sale.Sales Transactions
The Customer is selected in quotations, sales orders, and invoices, automatically applying agreed prices, taxes, and payment terms.Delivery and Billing
Delivery and billing preferences linked to the Customer ensure smooth fulfillment and invoicing.Payments and Follow-ups
Outstanding balances, payment behavior, and credit exposure are tracked against the Customer.Ongoing Relationship Management
The Customer record supports long-term relationship management, repeat sales, and performance analysis.
Key Business Scenarios Where Customer is Essential
- Selling products or services to individuals or organizations
- Managing repeat buyers and long-term accounts
- Applying customer-specific pricing, discounts, or credit limits
- Tracking outstanding receivables and payment performance
- Analyzing sales by customer group, region, or account owner
Without a properly maintained Customer record, accurate sales tracking and financial control are not possible.
Important Considerations for Users
- Accuracy is critical: Customer details directly affect invoices, payments, and reports.
- Avoid duplicates: Always check if a Customer already exists before creating a new one.
- Maintain credit discipline: Review credit limits and payment terms regularly.
- Use classifications wisely: Customer groups and territories improve reporting and decision-making.
- Keep records up to date: Changes in contact details, billing terms, or ownership should be updated promptly.
Summary
The Customer document is a foundational setup record in Dafater that enables structured, controlled, and scalable selling. It connects your sales, billing, and collections processes, helping your business manage relationships professionally and make informed commercial decisions.
Buyer of Goods and Services.
Basic Information
- Module: Selling
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | CUST-.YYYY.- | Defines automatic customer numbering format in Dafater | |
| company | Company | Link | Company | Company this customer is associated with | |
| salutation | Salutation | Link | Salutation | Formal title used before customer name | |
| customer_name | Customer Name | Data | ✓ | - | Registered legal or personal customer name |
| id_type | ID Type | Select | Tax Identification Number, National ID, Iqama N... | Type of official identification used for compliance | |
| customer_id | Customer ID | Data | - | Customer’s official identification number | |
| territory | Territory | Link | ✓ | Territory | Geographical sales territory for reporting and control |
| gender | Gender | Link | Gender | Customer gender for demographic classification | |
| image | Image | Attach Image | - | Customer profile image for quick identification | |
| customer_type | Other Classification | Select | ✓ | Company, Individual, Partnership | Business classification of the customer entity |
| zatcacustomertype | Zatca Customer Type | Select | ✓ | Company, Individual | Customer type as per ZATCA requirements |
| customer_group | Customer Group | Link | Customer Group | Segment used for pricing, reporting, and analytics | |
| isinternalcustomer | Is Internal Customer | Check | - | Indicates customer is an internal company entity | |
| represents_company | Represents Company | Link | Company | Company represented by this customer | |
| customposreference | POS Reference | Data | - | External POS reference for customer mapping | |
| companies | Allowed To Transact With | Table | Allowed To Transact With | Companies this customer is allowed to transact with | |
| default_currency | Billing Currency | Link | Currency | Preferred currency for billing and invoicing | |
| defaultbankaccount | Default Company Bank Account | Link | Bank Account | Default company bank account for transactions | |
| defaultpricelist | Default Price List | Link | Price List | Price list applied by default for this customer | |
| language | Print Language | Link | Language | Preferred language for printed documents | |
| address_html | Address HTML | HTML | - | Formatted display of linked customer addresses | |
| contact_html | Contact HTML | HTML | - | Formatted display of linked customer contacts | |
| customerprimaryaddress | Customer Primary Address | Link | Address | Main address linked to the customer | |
| primary_address | Primary Address | Text | - | Primary address text for quick reference | |
| customerprimarycontact | Customer Primary Contact | Link | Contact | Main contact person for this customer | |
| mobile_no | Mobile No | Read Only | Mobile | Primary mobile number from linked contact | |
| email_id | Email Id | Read Only | Primary email address from linked contact | ||
| nontaxablecustomer | Non-Taxable Customer? | Check | - | Indicates customer is exempt from taxes | |
| tax_id | Tax ID | Data | - | Customer tax registration number | |
| grouptaxnumber | Group Tax Number | Data | - | Tax number for group or parent entity | |
| tax_category | Tax Category | Link | Tax Category | Applicable tax category for this customer | |
| taxwithholdingcategory | Tax Withholding Category | Link | Tax Withholding Category | Applicable withholding tax category | |
| payment_terms | Default Payment Terms Template | Link | Payment Terms Template | Default payment terms for customer invoices | |
| credit_limits | Credit Limit | Table | Customer Credit Limit | Credit limits defined per company | |
| accounts | Accounts | Table | Party Account | Accounting ledgers linked to this customer | |
| loyalty_program | Loyalty Program | Link | Loyalty Program | Assigned loyalty program for rewards | |
| loyaltyprogramtier | Loyalty Program Tier | Data | - | Current loyalty tier of the customer | |
| so_required | Allow Sales Invoice Creation Without Sales Order | Check | - | Allows invoicing without a sales order | |
| dn_required | Allow Sales Invoice Creation Without Delivery Note | Check | - | Allows invoicing without a delivery note | |
| is_frozen | Is Frozen | Check | - | Prevents new transactions temporarily | |
| disabled | Disabled | Check | - | Disables customer from all transactions | |
| market_segment | Market Segment | Link | Market Segment | Market segment classification for analysis | |
| industry | Industry | Link | Industry Type | Industry type the customer belongs to | |
| customerposid | Customer POS id | Data | - | Customer identifier used in POS systems | |
| website | Website | Data | - | Customer’s official website address | |
| prospect_name | From Prospect | Link | Prospect | Source prospect converted into this customer | |
| account_manager | Account Manager | Link | User | User responsible for managing this customer | |
| customer_details | Customer Details | Text | - | Additional descriptive or business information | |
| lead_name | From Lead | Link | Lead | Source lead converted into this customer | |
| opportunity_name | From Opportunity | Link | Opportunity | Source opportunity linked to this customer | |
| sales_team | Sales Team | Table | Sales Team | Sales team members assigned to this customer | |
| defaultsalespartner | Sales Partner | Link | Sales Partner | Sales partner associated with this customer | |
| defaultcommissionrate | Commission Rate | Float | - | Commission percentage for sales partner | |
| portal_users | Customer Portal Users | Table | Portal User | Users allowed to access customer portal | |
| is_npa | Is NPA | Check | - | Marks customer as non-performing account | |
| integration_id | Integration ID | Data | - | External system identifier for integration | |
| integration_type | Integration Type | Data | - | Type of external system integration |
Child Tables
Allowed To Transact With (Allowed To Transact With)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | ✓ | Company | Company allowed to transact within Dafater |
Credit Limit (Customer Credit Limit)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | Company | Company within Dafater to which this customer credit applies | |
| credit_limit | Credit Limit | Currency | - | Maximum credit amount allowed for the customer under this company | |
| bypasscreditlimit_check | Bypass Credit Limit Check at Sales Order | Check | - | Allow sales orders exceeding credit limit in Dafater |
Accounts (Party Account)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| company | Company | Link | ✓ | Company | Company context in Dafater for this party account |
| account | Default Account | Link | Account | Default Dafater ledger account used for party transactions | |
| advance_account | Advance Account | Link | Account | Dafater account for recording advances received or paid |
Sales Team (Sales Team)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| sales_person | Sales Person | Link | ✓ | Sales Person | Assigned salesperson responsible for this transaction in Dafater. |
| contact_no | Contact No. | Data | - | Primary contact number for the salesperson in Dafater. | |
| allocated_percentage | Contribution (%) | Float | - | Percentage contribution of salesperson toward document total in Dafater. | |
| allocated_amount | Contribution to Net Total | Currency | Company:company:default_currency | Calculated monetary contribution of salesperson to net total in Dafater. | |
| commission_rate | Commission Rate | Data | - | Applicable commission rate for the salesperson in Dafater. | |
| incentives | Incentives | Currency | Company:company:default_currency | Incentive amount payable to salesperson based on performance in Dafater. |
Customer Portal Users (Portal User)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | ✓ | User | Link to Dafater user account granted portal access |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Stock Manager | ✓ | |||||
| Accounts User | ✓ | |||||
| Stock User | ✓ | |||||
| Sales Master Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ | ✓ | ✓ | |||
| Accounts Manager | ✓ | |||||
| Sales Manager | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Asset | Linked from | Assets |
| Bank Guarantee | Linked from | Accounts |
| Blanket Order | Linked from | Manufacturing |
| Call Log | Linked from | Telephony |
| Coupon Code | Linked from | Accounts |
| Delivery Note | Linked from | Stock |
| Dunning | Linked from | Accounts |
| GoCardless Mandate | Linked from | Payment Gateways |
| Installation Note | Linked from | Selling |
| Issue | Linked from | Support |
| Item | Linked from | Stock |
| Item Price | Linked from | Stock |
| Item Review | Linked from | Webshop |
| Lead | Linked from | CRM |
| Loan Transfer | Linked from | Loan Management |
| Loyalty Point Entry | Linked from | Accounts |
| Maintenance Schedule | Linked from | Maintenance |
| Maintenance Visit | Linked from | Maintenance |
| Material Request | Linked from | Stock |
| POS Invoice | Linked from | Accounts |
| POS Invoice Merge Log | Linked from | Accounts |
| POS Profile | Linked from | Accounts |
| Pick List | Linked from | Stock |
| Pricing Rule | Linked from | Accounts |
| Production Plan | Linked from | Manufacturing |
| Project | Linked from | Projects |
| Property Maintenance Request | Linked from | Dafater Property Management |
| Purchase Order | Linked from | Buying |
| Rent Contract | Linked from | Dafater Property Management |
| SMS Center | Linked from | Selling |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Serial No | Linked from | Stock |
| Shipment | Linked from | Stock |
| Tax Rule | Linked from | Accounts |
| Tenant Receiving Unit Form | Linked from | Dafater Property Management |
| Tenant Unit Deliver Form | Linked from | Dafater Property Management |
| Timesheet | Linked from | Projects |
| Warranty Claim | Linked from | Support |
| Address | Links to | Contacts |
| Bank Account | Links to | Accounts |
| Company | Links to | Setup |
| Contact | Links to | Contacts |
| Currency | Links to | Geo |
| Customer Group | Links to | Setup |
| Gender | Links to | Contacts |
| Industry Type | Links to | Selling |
| Language | Links to | Core |
| Lead | Links to | CRM |
| Loyalty Program | Links to | Accounts |
| Market Segment | Links to | CRM |
| Opportunity | Links to | CRM |
| Payment Terms Template | Links to | Accounts |
| Price List | Links to | Stock |
| Prospect | Links to | CRM |
| Sales Partner | Links to | Setup |
| Salutation | Links to | Contacts |
| Tax Category | Links to | Accounts |
| Tax Withholding Category | Links to | Accounts |
| Territory | Links to | Setup |
| User | Links to | Core |