Customers

Customers are the commercial records used to manage opportunities, quotations, and related processes. A customer record brings together contact, address, tax, sales, and administrative information.

In this guide

• How customers are created
• View the Customers list
• Create a Customer
• Complete customer information
• View a Customer
• Manage contacts and addresses
• Edit or delete a Customer

How customers are created

Customers can be created in several parts of MIDLA:

Starting point	How to create the customer
Won opportunity	Select Won and create a new customer during confirmation.
Quotation	Select New Quotation, then Create a New Customer.
Customers	Select New Customer to create one directly.

After creation, the record is available in Customers for review and management.

View the Customers list

Go to CRM → Sales → Customers to see the registered customers.

Figure 1. Customers list

Customers are displayed as cards with their main information, making it easier to identify and open a record.

Figure 2. Customer list display

List tools

Tool	What it does
Group By	Groups customers using the available criteria.
Sort By	Orders records using the available criteria.
Search	Finds a customer in the list.
Column Manager	Selects and rearranges the information visible in the list.

Create a Customer

1. Go to CRM → Sales → Customers.
2. Select New Customer.
3. Complete the applicable sections of the form.
4. Select Create to save the record.

Complete customer information

General

The General section identifies the customer and provides options for classification.

Figure 3. General customer information

Field	What it defines
Individual / Company	Whether the customer is a person or a company.
Name	Customer name.
Code	Customer identification code.
Brand	Brand associated with the customer.
Tags	Labels used to classify and find the record.
Image	Image associated with the customer.

Main Address

Use Main Address to enter the customer's primary location.

Figure 4. Main Address

Field	What it defines
Street 1	Main street address.
Street 2	Additional address information.
City	City.
Postal Code	Postal code.
Country	Country.
Province / State	Province or state.

Contact Information

Use Contact Information to record how to reach the customer.

Figure 5. Contact Information

Field	What it defines
Email	Customer email address.
Phone	Landline phone number.
Mobile Phone	Mobile phone number.
Website	Customer website.

Tax Information

Use Tax Information to record the customer's tax and identification details.

Figure 6. Tax Information

Field	What it defines
Tax Status	Customer tax status.
Document Type	Type of identification document.
Tax Number	Tax identification number.

Sales

The Sales section contains the customer's sales-related settings.

Figure 7. Sales settings

Field	What it defines
Assigned Salesperson	User responsible for the customer.
Payment Terms	Payment terms associated with the customer for sales.
Payment Method	Payment method associated with the customer for sales.

Purchases

The Purchases section contains the customer's purchase-related payment settings.

Figure 8. Purchases settings

Field	What it defines
Payment Terms	Payment terms associated with the customer for purchases.
Payment Method	Payment method associated with the customer for purchases.

note

The options for Payment Terms and Payment Method must first be configured in their corresponding modules.

Additional Information

Use Additional Information for complementary details about the customer.

Figure 9. Additional Information

Field	What it defines
Industry	Customer's industry or business sector.
Company	Company associated with the customer.

Save the Customer

Action	Result
Create	Saves the customer and closes the form.
Create and Create Another	Saves the customer and opens a new form.
Cancel	Closes the form without saving.

View a Customer

From the Customers list, open a customer's actions and select View. The record shows its general information, address, contact details, tax information, commercial settings, and other associated data.

Figure 10. Customer actions

Figure 11. Customer details

Manage contacts and addresses

In the customer's Contacts and Addresses tab, you can review existing contacts and addresses or select Add Contact to create a new record.

Figure 12. Contacts and Addresses tab

Add a contact or address

1. Open the customer's Contacts and Addresses tab.
2. Select Add Contact.
3. Choose the type of record.
4. Complete the applicable fields.
5. Select Create to save it.

Figure 13. Contact and address form

Record type	What it is used for
Contact	Person associated with the customer.
Billing Address	Billing location.
Delivery Address	Delivery location.
Pickup Address	Pickup location.
Other Address	Additional address.

Field	What it defines
Contact Name	Name of the contact or address record.
Email	Email address.
Mobile Phone	Mobile phone number.
Phone	Contact number.
Job Position	Role or function of the contact.
Image	Image associated with the record.

Select Create to save and close the form, Create and Create Another to add another record, or Cancel to leave without saving.

The new contact or address appears in the tab's list.

Figure 14. Saved contacts and addresses

The list shows each record's Type, Name, Email, and Mobile Phone. Select a record to review, edit, or update its details.

Edit or delete a Customer

• Edit: Open the customer form with the existing information and update its general, address, contact, tax, commercial, or additional details.
• Delete: Remove the customer so it no longer appears in the main list.

Depending on linked commercial records, customer information may also be available from related modules such as Sales or Invoices.