Manage Customer Info

Learn how to view, update, and maintain customer information in Prosessed AI.

Overview

Once a customer is created, you may need to update or manage their details regularly.

Managing customer information ensures:

• Accurate orders and invoices
• Correct pricing and taxes
• Better relationship tracking

View Customer Details

1. Go to Customers → Customer List
2. Search for the customer
3. Click on the customer name

You will see:

• Contact details
• Address
• Pricing
• Transaction history

Edit Customer Information

To update customer details:

1. Open the customer record
2. Click Edit
3. Update required fields
4. Click Save

Common Updates

Contact Details

• Phone number
• Email address

Address

• Billing address
• Shipping address

Tax Information

• GST / VAT number
• Tax category

Pricing

• Price list
• Special rates

Manage Customer Status

You can control whether a customer is active.

• Active → Can create orders
• Disabled → Cannot be used in transactions

Manage Credit Limit

Set or update credit limits:

• Define maximum allowed outstanding amount
• Prevent orders if limit is exceeded

View Transaction History

Each customer record shows:

• Sales orders
• Invoices
• Payments

This helps track:

• Purchase behavior
• Outstanding dues

Add Notes or Comments

You can add internal notes for a customer.

Example:

• Special pricing agreement
• Payment terms
• Important instructions

Link Contacts & Addresses

You can link:

• Multiple contacts
• Multiple addresses

This is useful for:

• Large businesses
• Multiple delivery locations

Best Practices

• Keep customer data updated
• Use correct contact details
• Regularly review credit limits
• Avoid duplicate records

Common Issues

• Changes not saved → Click save after editing
• Incorrect pricing → Check price list
• Cannot use customer → Check if disabled

What Next?

• Create orders → Sales Order
• Manage payments → Payments
• Analyze customers → Reports