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Every field, default and control worth setting on the Customer master in ERPNext — so billing, credit and reporting behave from day one.
27 checks · 6 sections
The Customer master is the record everything downstream inherits from — pricing, credit exposure, tax, sales reporting and who's allowed to invoice whom. Get it right once and quotations, sales orders and invoices default correctly for years; get it loose and you spend those years cleaning up. This is a reference walk-through of the fields, child tables and controls that actually exist on ERPNext's Customer (and the Customer Group, Territory, Credit Limit and Payment Terms doctypes behind it), so your team sets each one deliberately. GSTIN is noted where it fits — remember it comes from the India Compliance app, not ERPNext core.
Design the Customer Group tree before creating customers + 3 more
Customer Name (mandatory) + 4 more
Add Contacts and set the Customer Primary Contact + 3 more
Set a Credit Limit per company + 4 more
Billing Currency (default_currency) + 4 more
'Allow sales invoice creation without Sales Order' + 3 more
All 27 checks across 6 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
On the Customer form, open the Credit Limit section and add a row in the Customer Credit Limit table with the amount and the Company it applies to. You can hold different limits per company, and set a shared limit at Customer Group level. To let orders through but still check at invoicing, tick 'Bypass credit limit check at Sales Order'.
Rates come from the customer's Default Price List (or the Customer Group's, if the customer's is blank), then any matching Pricing Rule scoped to that Customer, Customer Group or Territory adjusts it. Due dates come from the Payment Terms Template linked on the customer or inherited from the Customer Group's default template.
Yes — that's controlled per customer by the 'Allow sales invoice creation without Sales Order' (so_required) and 'Allow sales invoice creation without Delivery Note' (dn_required) flags. Leave them off to enforce the order-to-invoice or delivery-to-invoice chain; enable them for cash or service customers.
GSTIN isn't part of ERPNext core — it's added by the India Compliance app, which puts GSTIN and GST Category on the Address (and customer) records. Maintain the correct GSTIN per billing address so GST invoices, e-invoicing and e-way bills validate. The core Tax ID field is separate and generic.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011