Customer - Zayeen Documentation

Used By

Administrator or module owner

Data Type

master data

Search Keys

Code, Name

When to Use This Form

When users need to create, review, or update Customer.
When this data needs to be available as a choice in transactions, reports, filters, or settings.
When existing data needs correction because policies, accounts, prices, contacts, or operating rules have changed.

Before You Start

Make sure the user has access to this menu and the related reference data has already been prepared.
Check required fields first, especially codes, names, dates, accounts, customers, suppliers, products, divisions, or departments.
If the form uses active status, confirm the status before saving so the data appears in the correct selections.

Workflow

Open Sales & POS / Customers & Sales Team / Customer List.
Create a new record, or select an existing record when the data needs to be corrected.
Fill in the required fields and complete supporting information that helps search, reporting, or transaction processing.
Review the code, name, status, accounts, grouping, and other references before saving.
Click Save. If the application shows a validation message, follow the message until the data is saved successfully.

Key Fields

Field	User Explanation	Status
Code `id`	Unique code used to identify Customer. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Customer Group `customergroup`	Customer reference used for sales, receivables, rewards, or customer reports.	Required
Price Level `pricelevel`	Price used in transaction calculation. Confirm it matches the intended price level or rule.	Required
Category `category`	Category stores information needed by Customer. Fill it in according to the company data standard.	Required
Default Sales Representative `defsalespersonid`	Default Sales Representative stores information needed by Customer. Fill it in according to the company data standard.	Required

Details and Relationships

Most master-data forms are used as references by other forms. Changes may affect future transactions and reports.
Audit fields are filled in automatically by the application and help support teams trace changes.

After Saving

Active data can appear as a choice in transactions, reports, filters, or settings that use this reference.
Changes are normally used for new activity. Historical documents remain available for review.
If required data is incomplete or inconsistent, the application rejects the save and shows a validation message.

Common Issues

Data cannot be saved: complete required fields and read the validation message shown by the application.
Data does not appear in selection or search: check active status, access rights, filters, and the search keyword.
Duplicate code or name: use the existing record when it should be corrected, or use a different code for a new record.
Report values do not match: recheck reference data, accounts, dates, transaction status, and related filters.

Available Fields

The list below summarizes the fields available in this form. Field labels follow the English UI language file used by the application.

Field	User Explanation	Status
Code `id`	Unique code used to identify Customer. Use a consistent pattern so users can search and sort the data easily.	Required
Name `name`	Name shown in selections, transactions, and reports. Use wording that is clear for daily users.	Required
Customer Group `customergroup`	Customer reference used for sales, receivables, rewards, or customer reports.	Required
Price Level `pricelevel`	Price used in transaction calculation. Confirm it matches the intended price level or rule.	Required
Category `category`	Category stores information needed by Customer. Fill it in according to the company data standard.	Required
Default Sales Representative `defsalespersonid`	Default Sales Representative stores information needed by Customer. Fill it in according to the company data standard.	Required
Payment Term `termofpayment`	Amount used in calculation and reporting. Review the value before saving.	Optional
Taxable `taxable`	Tax information used for transaction calculation and tax reporting.	Optional
Taxpayer ID `taxid`	Unique code used to identify Customer. Use a consistent pattern so users can search and sort the data easily.	Optional
Tax Registration Date `taxiddate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Active `isactive`	Status that controls whether the data can be used in new transactions or selections.	Optional
Product Gift `salesproductrewardrules`	Product or item reference used in stock, sales, purchasing, or production processes.	Optional
Payment Discount `paymentdiscrules`	Discount value or rule used when the transaction is calculated.	Optional
Country `country`	Country stores information needed by Customer. Fill it in according to the company data standard.	Required
Registration Date `registerdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Active Until `activeuntil`	Status that controls whether the data can be used in new transactions or selections.	Optional
Date of Birth `birthdate`	Date used for recording, filtering, or reporting this data. Check the period before saving.	Optional
Last Updated `updatetimestamp`	Audit timestamp filled in automatically by the application.	Optional
Address `address`	Address stores information needed by Customer. Fill it in according to the company data standard.	Optional
Shipped To `shipto`	Shipped To stores information needed by Customer. Fill it in according to the company data standard.	Optional
Credit Limit `creditlimit`	Amount used in calculation and reporting. Review the value before saving.	Optional
Credit Limit Type `creditlimittype`	Amount used in calculation and reporting. Review the value before saving.	Optional
Sales Discount `salesdiscrules`	Discount value or rule used when the transaction is calculated.	Optional
Points `salespointrewardrules`	Points stores information needed by Customer. Fill it in according to the company data standard.	Optional
Points `point`	Points stores information needed by Customer. Fill it in according to the company data standard.	Optional
Phone `telephone`	Phone stores information needed by Customer. Fill it in according to the company data standard.	Optional
Facsimile `faximile`	Facsimile stores information needed by Customer. Fill it in according to the company data standard.	Optional
Care Phone `mobilephone`	Care Phone stores information needed by Customer. Fill it in according to the company data standard.	Optional
Email `email`	Email stores information needed by Customer. Fill it in according to the company data standard.	Optional
Password `loginpassword`	Password stores information needed by Customer. Fill it in according to the company data standard.	Optional
Website `website`	Website stores information needed by Customer. Fill it in according to the company data standard.	Optional
Personal Contact `contactperson`	Personal Contact stores information needed by Customer. Fill it in according to the company data standard.	Optional
Religion `religion`	Religion stores information needed by Customer. Fill it in according to the company data standard.	Optional
Gender `sex`	Gender stores information needed by Customer. Fill it in according to the company data standard.	Optional
Image `image`	Image stores information needed by Customer. Fill it in according to the company data standard.	Optional
Created By `usercreate`	Audit information filled in automatically when the record is created.	Optional
Updated By `useredit`	Audit information filled in automatically when the record is updated.	Optional

Menu Location

Sales & POS / Customers & Sales Team / Customer List
/form/customer

Quick Create from Search Fields

If the + icon appears next to a search field, users can complete customer-related references directly from this form without stopping the customer setup process.

Salesperson

Available on the Default Sales Representative or salesperson-related field. If the assigned salesperson does not exist yet, click + to create it and continue the same customer entry.