Overview
The CRM (Customer Relationship Management) module provides a centralized system for managing your business relationships with customers, vendors, and companies that serve in both capacities. This comprehensive tool allows you to track contacts, manage addresses, monitor transactions, and store custom business data for all your external business relationships.
Getting Started
What is the CRM Module?
The CRM module is your central hub for managing all external business relationships. It provides a unified interface for:
Customer Management - Track sales relationships, orders, and invoices
Vendor Management - Manage supplier relationships and purchase orders
Contact Information - Store multiple contacts per company
Address Books - Maintain multiple shipping and billing addresses
Transaction History - View all sales orders, invoices, and purchase orders
Custom Data - Store company-specific information relevant to your business
Accessing Companies
Navigate to Business Setup > Companies to view your companies list. This centralized location displays all your customers, vendors, and dual-purpose companies.
Quick Navigation
From the Companies interface, you can:
Create New Company - Add a customer, vendor, or both
Search Companies - Find companies quickly by name or attributes
Filter by Type - View only customers, only vendors, or both
Access Company Records - Click any company to view detailed information\
Understanding Company Types
Company Types Explained
Companies in the system can be classified as:
Customer Only - Companies that purchase from you
Track sales orders and invoices
Manage customer contacts
Store shipping addresses
Monitor customer-specific notes
Vendor Only - Companies you purchase from
Track purchase orders
View purchased products
Manage vendor contacts
Store vendor notes
When to Use Each Type
Customer:
Companies that buy your products or services
Distributors and resellers
End-user clients
Any entity that receives invoices from you
Vendor:
Suppliers of raw materials
Component manufacturers
Service providers
Any entity you issue purchase orders to
Both:
Companies you have reciprocal trading relationships with
Partners who both supply materials and purchase finished goods
Subcontractors who also purchase from you.
Creating a Company
Step-by-Step Company Creation
Navigate to Business Setup > Companies
Click the New or + button
Enter basic company information:
Company Name (required)
Company Type (Customer or Vendor)
Importing Companies