Customers
Where: Sales → Customers.
Every customer company, searchable by name, GSTIN or city.
📷 Screenshot spot — capture this screen and save it as static/img/screenshots/sales-customers.png, then replace this whole box with the single line:
Creating a customer
Click New Customer — only the Company Name is required; email, phone, GSTIN, city and state are optional but worth filling:
- Email — without it, quotations/invoices can't be emailed and the Collections and Follow-up agents can't chase this customer.
- GSTIN — needed for clean B2B GST records; missing GSTINs surface as findings in the GST Agent.
- State — determines whether sales are taxed CGST+SGST (intra-state) or IGST (inter-state).
Viewing a customer
View opens the detail panel: contact details, commercial terms (payment terms, credit limit), plus Contacts and Sites tabs listing the people and delivery locations on record. A Sync to Zoho button appears for admins when Zoho Books is connected.
Export
Export downloads the current page as CSV (name, code, contact details, GSTIN, PAN, credit limit, terms, status).
Converting a CRM lead to a quotation creates the customer from the lead's company/contact details if one doesn't exist yet — so cold outreach doesn't require data entry up front.