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Deskera ERP

Customer Management

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Customer Management

Deliver more than just a product to keep customers coming back to you, by providing short order cycle times, fast delivery, high quality, custom configurations, comprehensive support and accurate invoices.

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Add New Customer

Increase your profits by maintaining comprehensive customer details including opening balance, preferred delivery mode, as well as credit terms.

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Edit Customer Details

Edit detailed customer information and confirm quotations, sales orders, verify credit, allocate inventory, pick and ship products, and process invoices.

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Export Customer List

The customer list can be exported in a CSV or PDF file format for viewing and editing in a spreadsheet format, or for mailing and printing with proper information.

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Customer Classification

Classify and segregate your most profitable customers based on credit limit, credit period, number of orders placed, pricing and product needs.

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Evolve with the current market trends to improve your customer’s satisfaction by ensuring accurate pricing, configuration viability, material needs and reducing rework while on the move. With Deskera ERP you can maintain comprehensive, detailed information about your customers, including opening balance information, payment terms, shipping address, billing address, contact information and more. Customers can be managed on the basis of their terms of association with you. The best part is you can do all of this on the move!

Organizations of all sizes use Deskera

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Go-live in hours, not days

With Deskera, you can go live in hours, not days.