Create and Manage Customers using Customer Master
Software Plan: Starter, Growth & Enterprise
Account Type: Seller Account, Aggregator & 3PL
Inventory Type: Serialized & Non-Serialized
Overview
Customer Master is used to create and manage customer records in EasyEcom. The module supports Wholesale/B2B, STN, and POS customers. This article explains how to create Wholesale/B2B customers individually or in bulk, create POS customers, and edit existing customer details.
When to Use
Use this article when you need to:
- Create a Wholesale/B2B customer individually.
- Create multiple Wholesale/B2B customers in bulk using a CSV template.
- Create a POS customer.
- Edit existing Wholesale/B2B or POS customer details.
Workflow
Create Wholesale/B2B Customers
Wholesale/B2B customers can be created using either of the following methods:
- Individual Creation: Create one customer using the Add New Customer form.
- Bulk Creation: Create multiple customers by uploading the Customer Master CSV template.
Create Wholesale/B2B Customers Individually
Step 1: Go to Masters (main menu) > Customer Master
Step 2: In the 'Wholesale Customers' tab, click on the Hamburger Menu'
Step 3: Click 'Add New Customer'
Step 4: Enter the required customer, billing, dispatch, tax, and other applicable details, then click Submit.
Important fields
- Tax Identification Number: Enter the customer's Bill To GSTIN.
- GSTIN Type: Select the applicable GSTIN type.
- Ship To GSTIN: Enter the GSTIN associated with the dispatch/shipping address, if applicable.
- Complete all fields marked with
*before submitting the form.
Choose the GSTIN Type:
Add Other Required Details
A wholesale customer will be created.
Create Wholesale/B2B Customers in Bulk
Use the Bulk Create Customer option to create multiple Wholesale/B2B customers using a CSV file.
Navigation: Masters → Customer Master → Wholesale Customers → Hamburger Menu → Bulk Create Customer
Step 1: Open Customer Master and select the Wholesale Customers tab.
Click the Hamburger Menu and select Bulk Create Customer.
Step 2: In the Create New Customer window, click Save Template to download the customer CSV template.
Step 3: Fill the downloaded CSV template with the customer details.
Step 4: Save the completed CSV file, click Choose File, select the file, and click Upload.
Bulk Upload Validation
EasyEcom validates the CSV when Upload is clicked. Missing or invalid values can result in an immediate validation popup.
Example validation messages observed during bulk customer creation:
- Missing password name at row 1
- Missing currency at row 1
- Invalid billing_street at row 1
- Invalid Dispatch_Street at row 1
Correct the reported values in the CSV and upload the file again.
After the upload is successfully processed, verify the import status using View Import. If any errors are found, correct them and upload the file again.
Successfully processed Wholesale/B2B customers are created in Customer Master.
Edit the Wholesale/B2B Customer details
Step 1: Click on the Hamburger Menu & Select 'Edit Company Details'
Step 2: Make the changes to the required field and click 'Submit'
TCS: Select the applicable TCS rate from the available options: 0.075, 0.75, 0.1, 1, or 2.TDS: Select the applicable TDS rate from the available options: 0.1 or 5.
Create POS Customer
Step 1: Go to Masters (main menu) > Customer Master.
Step 2: In the 'POS Customers' tab, click on the 'Hamburger Menu'. Select 'Add New Customer'.
Step 3: Enter the required customer details and click Submit.
A POS Customer will be created.
Edit the POS Customer details
Step 1: In the 'POS Customers' tab, click on the 'Edit' button shown beside the created POS customer.
Step 2: Make the changes to the required field and click 'Update'.
FAQs
1. What is the difference between GSTIN and Ship To GSTIN?
- GSTIN (Tax Identification Number) is captured for the billing address
- Ship To GSTIN is captured for the shipping (dispatch) address, if applicable
2. Is Ship To GSTIN mandatory while creating a customer?
No, Ship To GSTIN is optional and can be left blank if not applicable.
No, Ship To GSTIN is optional and can be left blank if not applicable.
3. When should Ship To GSTIN be entered?
Enter Ship To GSTIN when the GSTIN for the dispatch (shipping) address is different from the billing GSTIN and needs to be maintained separately.
Enter Ship To GSTIN when the GSTIN for the dispatch (shipping) address is different from the billing GSTIN and needs to be maintained separately.
4. Can I leave Ship To GSTIN blank?
Yes. If not provided, only the billing GSTIN is maintained for the customer.
Yes. If not provided, only the billing GSTIN is maintained for the customer.
5. Is Ship To GSTIN applicable for all customer types?
No. It is relevant only for Wholesale (B2B) and STN customers.
No. It is relevant only for Wholesale (B2B) and STN customers.
6. Where is Ship To GSTIN available in the system?
Ship To GSTIN is available in the customer creation and edit form under dispatch (shipping) details.
Ship To GSTIN is available in the customer creation and edit form under dispatch (shipping) details.
7. Can I create multiple Wholesale/B2B customers at once?
Yes. Go to Masters → Customer Master → Wholesale Customers → Hamburger Menu → Bulk Create Customer. Download the CSV template using Save Template, populate the customer details, and upload the completed file.
8. What happens if the bulk customer CSV has invalid data?
EasyEcom displays the validation errors immediately after clicking Upload. Correct the reported values in the CSV and upload the file again.
9. Can I create POS customers in bulk from this workflow?
The Bulk Create Customer option is available under Wholesale Customers. The POS Customers tab provides the Add New Customer option for individual POS customer creation.