Main > Master Data Management > Others > Customer Master

Customer |
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Salutation |
Enter the salutation. In case of firm, enter M/s In case of individuals, enter Mr/ Ms / Dr, etc, as the case may be. |
First name |
In case of individuals, enter the First Name. in case of firm, leave it blank |
Last name |
In case of individuals, enter the Surname. in case of firm, leave it blank |
Company Name |
In case the customer is a Firm or a Company (not an individual), enter the Firm Name. in case of individual, leave it blank |
Card Number |
Enter the Credit Card Number (issued by the Retailer) to the customer. Card Number length must be between 6 - 20 digits. Note : If you do not enter a code here , FusionRetail 6 will generate a 5 Digit alphanumeric serial for you. |
Customer Type |
Select the Customer Type. Press Ctrl+N to create a new Customer Type record |
Card Type Name |
Select the Card Type. Press Ctrl+N to create a new Card Type record |
Allow Credit Sale |
Set Yes to Allow Credit Sale. The customer name will appear in the selection list in Credit Sale entry screen. Set No to disable credit sale entry for the customer. The customer name will not appear in the selection list in Credit Sale entry screen. |
Account |
Select the Customer Ledger Account Name. Press Ctrl+N to create a new ledger Account. |
Type |
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Opening Point |
Enter the Opening Point. Since Opening Point is independent of location, it is entered through the customer entry screen unlike Opening Stock & Opening Account Balance, which are input from a separate Opening Balance entry Screen. It may be fractional number (like 102.375) |
Card Issue Date |
Date of Issue of the Card to the Customer |
Card Expiry Date |
Date of Issue Expiry of the Card. It must not be earlier than Card Issue Date |
Link ID |
Select the Customer who has introduced him to the store to establish a relationship / link between referring & referred customers |
Price List Name |
Select the Price List applicable to the customer. Press Ctrl+N to create a new price list |
Address & Contact Info |
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Street Info 1 Street Info 2 Street Info 3 |
Enter the Building / Door Number and name of street where office is located. Break up the complete address in 3 lines as you like to print in the envelope, mailing labels etc. |
City State Country |
Select the City from the list. Press Ctrl+N to add a new City Name (and the corresponding State). The name of the State & Country is displayed. |
Postal Code |
Enter the PIN (or ZIP) code of the Customer |
Phone |
Enter the Phone Numbers of the Customer |
Mobile |
Enter the Mobile Phone Numbers of the Customer |
Fax |
Enter the Fax Numbers of the Customer |
Enter the e-mail address of the Customer |
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Website |
Enter the website name of the Customer |
Personal info Enter the following Info for Individuals only. For others, these info will be left blank |
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Birth Date |
Enter the Birth date of the customer |
Spouse Name |
Enter the Name of the Spouse |
Anniversary Date |
Enter the date of Marriage |
PoS Remarks |
Enter special notes for the customer (this Note appears in PoS entry related to the customer) |
Remarks |
Enter special notes for the customer for reference |
Picture 1 Picture 2 |
You may Link upto two 1st picture of the Customer (in any standard image formats, viz., gif, jpg, bmp etc.) |
Customer Type
To enhance customer relationship through special gifts, reward points and other incentives, customers may be classified into suitable categories. In case of old establishments, this may be done on the basis of their past performances. If past data are not available, the classification may be done by management on some criterion.
You get his screen when you press Ctrl+N at Customer Type field at Customer Master entry screen
Customer Type |
Enter the Customer Type (e.g Exclusive, Premium, Regular etc), as per organizations classification criterion |
Card Type
Established retailers provide smart cards to its valuable customers to link all transactions made by them. Which can be read through card readers?
You get his screen when you press Ctrl+N at Card Type field at Customer Master entry screen

Card Type Name |
Enter the Card Type (e.g. None, Silver, Gold, Titanium, Platinum, etc) |
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On Sale Value |
Enter the block of sale value for which reward point is given (e.g.100) |
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Points Awarded |
Enter the reward points to be given for a block of sale value (e.g.2) |
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Round Off Points |
Set No to carry the computed value in fraction without any rounding off To round off points awarded for each Sales Bill, set any of the following rounding methods:
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Rounding Limit |
If you set any rounding off option (other than NO), enter the Rounding limit (e.g.1). The amount is rounded to nearest rounding limit (Rs. 123.45 would be rounded to 123; Rs. 123.55 would be rounded to 124. |
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Extra Points on B’day & A’Day |
Enter the extra points awarded (over the normal points) on purchases made on B’Day or A’Day |
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Award Point to Link Customer |
Points awarded to the introducing customer (referee) for a block of purchase (e.g .25 reward point to the referee, on sale of Rs 100 (block size of sale) on sale to the current customer). |
Customer Master Button
Main >Master Data Management >Others> Customer Master
