Customer management software connected to your ERP sales cycle
Centralize customer records, contact details, tax and legal information, sales history and financial indicators in the SUIGEST360 ERP customer management system.
A customer record connected to sales operations.
Each customer has a unique record used throughout quotations, delivery notes, invoices and customer returns.
- Automatic customer code
- Company or individual customer
- Taxable or exempt tax status
- Complete contact information
- Legal information
- Active or inactive status
- Sales history
- Financial indicators
Browse and search customers.
The customer list displays the main information for every customer in an interactive table.
- Actions in the first column
- Customer code
- Customer name
- Phone
- Address
- City
- Customer type
- Tax status
- Active or inactive status
- Instant search
- Column sorting
- 50 rows displayed by default
- Pagination
Create a new customer.
Use Add Customer from the customer list. SUIGEST360 automatically assigns a unique customer code.
- Customer type is required
- Phone number is required
- Email is optional but must be valid when provided
- Active status is enabled by default
- Customer codes are automatically generated in the CUS-000001 format
Company or individual.
A customer record can represent either a business or an individual.
- Type: Company or Individual
- Company name
- Contact person
- First name
- Last name
- Phone
- Mobile
- Address
- City
- Internal notes
Store administrative customer details.
SUIGEST360 stores the main legal and tax references associated with the customer.
- Tax status: Taxable or Exempt
- Registration number
- Tax number
- VAT number
- Statistical number
- Article number
View a complete customer record.
The customer profile brings together identity, contact information, status and sales activity.
- Customer name and code
- Customer type
- Tax status
- Active or inactive status
- Phone and mobile
- Address and city
- Contact person
- Legal information
- Notes
Monitor the customer commercial position.
The customer profile automatically calculates indicators from related documents.
- Quotation count
- Delivery note count
- Invoice count
- Customer return count
- Total invoiced
- Total paid
- Remaining amount
Review customer operations.
The sales history combines the customer commercial documents and orders them from newest to oldest.
- Quotations
- Delivery notes
- Invoices
- Customer returns
- Date
- Document type
- Reference
- Amount
- Direct access to the related document
Import and export customers.
The Customers list provides Excel functions to simplify customer data management.
- Import .xlsx or .xls files
- Download the import template
- Export the customer list to Excel
Generate the customer profile as PDF.
The customer profile can be generated as a professional PDF containing customer information and sales history.
- Company information
- Company logo
- Customer information
- Indicators
- Sales history
- Automatic pagination
- Optional company stamp
- Direct printing
Update a customer record.
The Edit action allows customer information to be updated without changing the customer code.
- Customer type
- Tax status
- Contact information
- Legal information
- Active or inactive status
- Notes
Delete a customer.
A customer can only be deleted when no commercial document is associated with that customer.
- Deletion allowed when no related documents exist
- Deletion blocked when quotations exist
- Deletion blocked when delivery notes exist
- Deletion blocked when invoices exist
- Deletion blocked when customer returns exist
Need help with Customers?
If you experience an issue with a customer record, Excel import, PDF or sales history, open a request through the SUIGEST360 support portal.
Open support portal