{"id":12167,"date":"2025-06-06T06:06:05","date_gmt":"2025-06-06T06:06:05","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=12167"},"modified":"2026-08-24T10:11:18","modified_gmt":"2026-08-24T10:11:18","slug":"how-to-create-a-customer-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-a-customer-in-adempiere-retail\/","title":{"rendered":"How to create a Customer in ADempiere Retail"},"content":{"rendered":"\n

A Customer<\/strong> is an individual or organization that purchases goods or services from your business.
Customer record captures all essential details needed for sales, billing, delivery, and relationship management.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Admin<\/li>\n\n\n\n
  • Cashier<\/li>\n\n\n\n
  • Back Office<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Create<\/li>\n\n\n\n
    • Update<\/li>\n\n\n\n
    • Active Customer<\/li>\n\n\n\n
    • De-Active Customer<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • Define Mandatory Fields<\/li>\n\n\n\n
      • Set Up Related Masters<\/li>\n\n\n\n
      • Obtain Necessary Permissions<\/li>\n\n\n\n
      • Gather Accurate Customer Data<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Customer Code Must Be Unique<\/li>\n\n\n\n
        • Mandatory Fields Cannot Be Blank<\/li>\n\n\n\n
        • Valid Contact & Tax Formats<\/li>\n\n\n\n
        • Inactive Customers Cannot Be Used<\/li>\n\n\n\n
        • Credit Limit & Payment Terms Applied<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong><\/strong><\/strong>Select \u2018Customer<\/strong>\u2019<\/strong> <\/strong>in Menu Partner Management -> Customer<\/strong> <\/strong><\/strong>or Search Customer <\/strong><\/strong>in Lookup.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 2 : <\/strong>Search Customer based on below option.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 3 : <\/strong>Click to New Record for Customer creation.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 4 : <\/strong>Enter Customer Name, Mobile Number and Click Address.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 5 : <\/strong>Enter Customer Address.<\/p>\n\n\n\n

          \"TenthPlanet<\/figure>\n\n\n\n

          Step 6 : <\/strong>Check to enable below function, if required<\/p>\n\n\n\n

            \n
          • Need GST Bill <\/strong> – Check to enable the customer want GST Bill. If Unchecked all invoice should be as normal invoice<\/li>\n\n\n\n
          • Enter GST Number <\/strong>– Once checked Need GST Bill, Enter GST Number for the customer<\/li>\n\n\n\n
          • Other State IGST <\/strong>– Check to enable for calculate IGST bill. If Unchecked calculate as GST Bill.<\/li>\n<\/ul>\n\n\n\n
            \"TenthPlanet<\/figure>\n\n\n\n

            Step 7 : <\/strong>Enter Loyalty Customer Information as Below<\/p>\n\n\n\n

              \n
            • Is Institutional – <\/strong>Check to enable Is Institutional for change the Price list for customer. If Unchecked the customer as default price list.<\/li>\n\n\n\n
            • Card Number – <\/strong>Enter Customer Card Number to search in POS<\/li>\n\n\n\n
            • Member Type – <\/strong>Choose member type, based on that customer loyalty points will be calculate<\/li>\n\n\n\n
            • Is Online Customer – <\/strong>Check to enable for that customer as online customer. If Unchecked the customer will available for both Online & Offline.<\/li>\n<\/ul>\n\n\n\n
              \"TenthPlanet<\/figure>\n\n\n\n

              Step 8 : <\/strong>Click to Save Record.<\/p>\n\n\n\n

              \"TenthPlanet<\/figure>\n\n\n\n

              Location<\/strong><\/h2>\n\n\n\n

              Step 9 : <\/strong>Click to Location Tab.<\/p>\n\n\n\n

              \"TenthPlanet<\/figure>\n\n\n\n

              Step 10 : <\/strong>Customer Address details show from customer master. <\/p>\n\n\n\n

                \n
              • Ship Address<\/strong> – If the Ship Address is selected, the location is used to ship goods to a customer or receive goods from a vendor.<\/li>\n\n\n\n
              • Pay – From Address<\/strong> – If the Pay-From Address is selected, this location is the address the Business Partner pays from and where dunning letters will be sent to<\/li>\n\n\n\n
              • Invoice Address<\/strong> – If the Invoice Address is selected, the location is used to send invoices to a customer or receive invoices from a vendor.<\/li>\n\n\n\n
              • Remit-To Address<\/strong> – If the Remit-To Address is selected, the location is used to send payments to the vendor.<\/li>\n<\/ul>\n\n\n\n
                \"TenthPlanet<\/figure>\n\n\n\n

                Step 11 : <\/strong>Click to Save Record.<\/p>\n\n\n\n

                \"TenthPlanet<\/figure>\n\n\n\n

                Contact (User)<\/strong><\/h2>\n\n\n\n

                Step 12 : <\/strong>Click to Contact(User) Tab and click New Record button.<\/p>\n\n\n\n

                \"TenthPlanet<\/figure>\n\n\n\n

                Step 13 : <\/strong>Enter below customer details (Optional)<\/p>\n\n\n\n

                  \n
                • Email Address – <\/strong>Enter the Email Address is used to access the self service application functionality from the web.<\/li>\n\n\n\n
                • Secondary Email – <\/strong>Enter the 2nd email field identifies an alternate Email Address<\/li>\n\n\n\n
                • Location – <\/strong>The Partner address indicates the location of a Business Partner<\/li>\n\n\n\n
                • Birthday – <\/strong>Enter the Birthday or Anniversary day<\/li>\n\n\n\n
                • Phone 1 – <\/strong>Enter the Phone field identifies a telephone number<\/li>\n\n\n\n
                • Phone 2 –<\/strong> Enter the 2nd Phone field identifies an alternate telephone number.<\/li>\n\n\n\n
                • Notification Type – <\/strong> Emails or Notification sent out for Request User.<\/li>\n<\/ul>\n\n\n\n
                  \"TenthPlanet<\/figure>\n\n\n\n

                  Step 14 : <\/strong>Click to Save Record.<\/p>\n\n\n\n

                  \"TenthPlanet<\/figure>\n\n\n\n

                  Invoice Details<\/strong><\/h2>\n\n\n\n

                  Step 15 : <\/strong>Click to Invoice Detail Tab.<\/p>\n\n\n\n

                  \"TenthPlanet<\/figure>\n\n\n\n

                  Step 16 : <\/strong>Customer Invoice detail shown based on POS <\/p>\n\n\n\n

                    \n
                  • Date Invoiced – <\/strong>The Date Invoice indicates the date printed on the invoice<\/li>\n\n\n\n
                  • Document Number – <\/strong>The document number is usually automatically generated by the system and determined by the document type of the document.<\/li>\n\n\n\n
                  • Total Lines –<\/strong> The Total amount displays the total of all lines in document currency<\/li>\n\n\n\n
                  • Grand Total – <\/strong>The Grand Total displays the total amount including Tax and Freight in document currency.<\/li>\n<\/ul>\n\n\n\n
                    \"TenthPlanet<\/figure>\n\n\n\n

                    Payment Details<\/strong><\/h2>\n\n\n\n

                    Step 17 : <\/strong>Click to Payment Details Tab.<\/p>\n\n\n\n

                    \"TenthPlanet<\/figure>\n\n\n\n

                    Step 18 : <\/strong>Customer Payment details shown based on POS Payment<\/p>\n\n\n\n

                      \n
                    • Document Number – <\/strong>The document number is usually automatically generated by the system and determined by the document type of the document.<\/li>\n\n\n\n
                    • Transaction Date – <\/strong>The Transaction Date indicates the date of the transaction<\/li>\n\n\n\n
                    • Invoice –<\/strong> The Invoice number<\/li>\n\n\n\n
                    • Tender Type – <\/strong>The Tender Type indicates the method of payment (Cash, Card, UPI, etc)<\/li>\n\n\n\n
                    • Payment Amount – <\/strong>The payment amount can be for single or multiple invoices or a partial payment for an invoice.<\/li>\n<\/ul>\n\n\n\n
                      \"TenthPlanet<\/figure>\n\n\n\n

                      Reward Point Usage<\/strong><\/h2>\n\n\n\n

                      Step 19 : <\/strong>Click to Reward Point Usage Tab.<\/p>\n\n\n\n

                      \"TenthPlanet<\/figure>\n\n\n\n

                      Step 20 : <\/strong>Customer Reward Point Usage details shown based on POS <\/p>\n\n\n\n

                        \n
                      • Adjustment Number – <\/strong>Reward Point Usage Document Number<\/li>\n\n\n\n
                      • Adjustment Date – <\/strong> Reward Point Usage Date<\/li>\n\n\n\n
                      • Total Reward Points – <\/strong>Total Available Points to Redeem<\/li>\n\n\n\n
                      • Redemption Points – <\/strong>Current Redeem points form Total Points<\/li>\n\n\n\n
                      • Redeem Value – <\/strong>Redeem Value from Redemption Points<\/li>\n\n\n\n
                      • Is Applied – <\/strong>Once Redemption Applied automatically check<\/li>\n\n\n\n
                      • Is Printed – <\/strong>Once Redemption Coupon Printed automatically check.<\/li>\n<\/ul>\n\n\n\n
                        \"TenthPlanet<\/figure>\n","protected":false},"excerpt":{"rendered":"

                        A Customer is an individual or organization that purchases goods or services from your business.Customer record captures all essential details […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,84,32],"tags":[],"class_list":["post-12167","post","type-post","status-publish","format-standard","hentry","category-jaldi-life-style","category-adempiere-master","category-jaldi-super-store"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12167","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12167"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12167\/revisions"}],"predecessor-version":[{"id":28452,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12167\/revisions\/28452"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12167"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12167"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12167"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}