Step 1: Access the Customer Module
- Log in to your ERPNext dashboard.
- In the sidebar, go to Selling > Customers.
- Click New Customer to create a new customer profile.
Step 2: Add Basic Information
- Customer Name: Enter the customer’s name (company name for corporate, individual name for retail).
- Customer Type: Select either Individual for retail customers or Company for corporate customers.
- Customer Group: Choose between Retail or Corporate depending on the type of customer.
Step 3: Contact Details
- Add the Primary Contact Name and Email for both retail and corporate customers.
- You can also add additional details like Phone Number, Mobile, and Address in the Contacts and Addresses section.
Step 4: Adding Tax Information
- In the Customer form, scroll to the More Information section.
- Locate the field labeled Tax ID.
- Enter the customer’s Tax Identification Number (TIN) or VAT number.
- If needed, you can create additional fields for tax information via Customize Form under Settings.
Step 5: Assign Pricing
- Scroll to the Price List section.
- Assign a price list depending on whether the customer is retail or corporate (e.g., Standard Selling for retail, Corporate Pricing for corporate customers).
Step 6: Configure Tax Templates
- Navigate to Accounts > Tax Rule.
- Set the appropriate Tax Template for the customer, ensuring correct tax rates based on customer type and location.
Step 7: Save the Customer
- After entering all required information, click Save. You can use Ctrl+S keys on Windows and Cmd+S on iOS as shortcut key.
Step 8: Link to Sales Orders/Invoices
- Once the customer is created, you can use it in Sales Orders, Quotations, or Invoices under the Selling module.
This tutorial helps distinguish between retail and corporate customers while ensuring tax compliance by capturing necessary tax details like TIN/VAT.
