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This documentation is incomplete.

A customer is a person or an internal/external organization that purchases products or services from a business organization. Customers are defined at a global level and assigned to a business organization. In inoERP, you can create a customer using the customer screen. You need to define the customer and all other related entities before you can use the customer for sales and AR purposes.

  • Customer
  • Customer Site
  • Customer BU

A customer header contains customer name, number, type, status, etc.

To view/create/update a customer, navigate to the "customer" search screen from your dashboard/favorite.

Enter the customer details or any other criteria in the search form and click on the search button to view an existing customer.
Click on create a new button to create a new customer; by manually entering all the information, Copy an existing customer to a new customer is always better than manually entering all the data to create a new customer. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/customer details, the system will show you all the customers. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search customers.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific customer, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the customer header details such as customer number, quantities, start date, status, etc.

The system will fetch all the data related to the selected customer. Depending on the device size, the customer details are shown either right to the search result screen or on a separate screen.

Scroll left, right, up, down to view all the details. The customer line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

  • Finance
  • Entity
  • Reference
  • Data
  • Control
  • Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields
NameSequenceLabelInputTypeField Group
10vvShipToAddressNameShip To Address NamedeferredSelectENTITY
10vvShipToAddressShip To AddressdeferredSelectENTITY
20vvShipToCountryShip To CountrydeferredSelectENTITY
30vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
40vvShipToEmailShip To EmaildeferredSelectENTITY
50vvShipToPhoneShip To PhonedeferredSelectENTITY
60vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
70vvBillToAddressBill To AddressdeferredSelectPLANNING
80vvBillToCountryBill To CountrydeferredSelectPLANNING
90vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
100vvBillToEmailBill To EmaildeferredSelectPLANNING
110vvBillToPhoneBill To PhonedeferredSelectPLANNING
120arCustomerIdAr Customer IddeferredSelectREFERENCE
130srcEntityNameSrc Entity NamedeferredSelectDEFAULT
140srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
150customerNumberCustomer NumberdeferredSelectDATA
160customerNameCustomer NamedeferredSelectENTITY
170customerRelationshipCustomer RelationshipInputType.textFieldENTITY
180altNameAlt NameInputType.textFieldPLANNING
190customerTypeCustomer TypeInputType.selectCONTROL
200customerPriorityCustomer PriorityInputType.selectENTITY
210customerCategoryCustomer CategoryInputType.textFieldENTITY
220taxCountryTax CountryInputType.textFieldFINANCE
230taxRegNoTax Reg NoInputType.textFieldFINANCE
240taxPayerIdTax Payer IdInputType.textFieldREFERENCE
250shipToIdShip To IddeferredSelectREFERENCE
260billToIdBill To IddeferredSelectPLANNING
270customerContactIdCustomer Contact IdInputType.numberREFERENCE
280customerCreditClassCustomer Credit ClassInputType.numberENTITY
290profileNameProfile NameInputType.textFieldDEFAULT
320revNumberRev NumberInputType.dateTimeDATA
360glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5310createdByCreated ByInputType.textFieldREFERENCE
5330creationDateCreation DateInputType.dateTimeREFERENCE
5340lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5350lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Customer BU

Customer BU(Business Unit) relationship represents the attributes of the business relationship that a business organization can enter into with a customer. Customer-BU contains information about the terms and conditions of doing business with the customer. You can assign the same customer to multiple business units.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Define Payment Terms and Price Lists before creating customer-bu relationship. When you manually create a document, the application defaults these values to sales documents (Sales Order, Sales Quote, etc.).

The entity group shows information related to business organization, customer, etc.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a customer for the first time, the system will auto-populate the newly created header id and line ids.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the customer. The app will post all the data to the server and will show the messages returned from the server.

All Fields
NameSequenceLabelInputTypeField Group
10vvBuOrgBu OrgdeferredSelectENTITY
10vvBuOrgCodeBu Org CodedeferredSelectENTITY
20vvPaymentTermPayment TermdeferredSelectFINANCE
30vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
40vvArCustomerIdAr Customer IddeferredSelectREFERENCE
50vvCustomerNumberCustomer NumberdeferredSelectDATA
60vvCustomerNameCustomer NamedeferredSelectENTITY
70vvPriceListPrice ListdeferredSelectFINANCE
80arCustomerBuIdAr Customer Bu IdInputType.numberREFERENCE
90srcEntityNameSrc Entity NamedeferredSelectDEFAULT
100srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
110arCustomerIdAr Customer IddeferredSelectREFERENCE
120buOrgIdBu Org IddeferredSelectREFERENCE
140paymentTermIdPayment Term IddeferredSelectREFERENCE
150mdmPriceListHeaderIdMdm Price List Header IddeferredSelectREFERENCE
160internalOrgIdInternal Org IddeferredSelectREFERENCE
180freightTermsFreight TermsInputType.numberDEFAULT
200countryOfOriginCountry Of OriginInputType.textFieldDEFAULT
210siteAddressIdSite Address IdInputType.numberREFERENCE
220siteContactIdSite Contact IdInputType.numberREFERENCE
230customerSiteAttachementIdCustomer Site Attachement IdInputType.numberREFERENCE
240mdmBankAccountIdMdm Bank Account IdInputType.numberREFERENCE
290glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5250createdByCreated ByInputType.textFieldREFERENCE
5260creationDateCreation DateInputType.dateTimeREFERENCE
5270lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5280lastUpdateDateLast Update DateInputType.dateTimeREFERENCE

Customer Site

A customer site is a specific location of the customer. Most of the time, it is the location where a party is physically located. A customer can have multiple sites.
The customer site is used for billing, shipping, or other purposes.

Depending upon your configuration, the details of the customer site are shown either on a separate tab or in the links section of the customer.

Click on the "Menu Button" to add/copy an existing site to a new site.
You cant delete a customer site once it's created.

Click on the expandable button to view the fields of any group of elements.

To create a new site, click on Add New Line button. You can also copy an existing site to a new one by clicking on the Copy Line button.

Enter the customer site number and customer site name in the data section. Both are mandatory fields and are shown on most of the screen that shows customer data.

The reference groups show various ids for reference only. You don't need to enter any information in this section.

All Fields
NameSequenceLabelInputTypeField Group
10vvPaymentTermPayment TermdeferredSelectFINANCE
10vvPaymentTermDescriptionPayment Term DescriptionInputType.textFieldFINANCE
20vvArCustomerIdAr Customer IddeferredSelectREFERENCE
30vvCustomerNumberCustomer NumberdeferredSelectDATA
40vvCustomerNameCustomer NamedeferredSelectENTITY
50vvShipToAddressNameShip To Address NamedeferredSelectENTITY
60vvShipToAddressShip To AddressdeferredSelectENTITY
70vvShipToCountryShip To CountrydeferredSelectENTITY
80vvShipToPostalCodeShip To Postal CodedeferredSelectENTITY
90vvShipToEmailShip To EmaildeferredSelectENTITY
100vvShipToPhoneShip To PhonedeferredSelectENTITY
110vvBillToAddressNameBill To Address NamedeferredSelectPLANNING
120vvBillToAddressBill To AddressdeferredSelectPLANNING
130vvBillToCountryBill To CountrydeferredSelectPLANNING
140vvBillToPostalCodeBill To Postal CodedeferredSelectPLANNING
150vvBillToEmailBill To EmaildeferredSelectPLANNING
160vvBillToPhoneBill To PhonedeferredSelectPLANNING
170arCustomerSiteIdAr Customer Site IddeferredSelectREFERENCE
180srcEntityNameSrc Entity NamedeferredSelectDEFAULT
190srcEntityIdSrc Entity IdInputType.textFieldREFERENCE
200arCustomerIdAr Customer IddeferredSelectREFERENCE
210customerSiteNumberCustomer Site NumberdeferredSelectDATA
220customerSiteNameCustomer Site NamedeferredSelectENTITY
230siteTaxCountrySite Tax CountryInputType.textFieldFINANCE
240siteTaxRegNoSite Tax Reg NoInputType.textFieldFINANCE
250siteTaxPayerIdSite Tax Payer IdInputType.textFieldREFERENCE
260primaryCbPrimary CbInputType.switchFieldDEFAULT
270customerSiteRefCustomer Site RefInputType.textFieldENTITY
280customerSiteTypeCustomer Site TypeInputType.textFieldCONTROL
310paymentTermIdPayment Term IddeferredSelectREFERENCE
330freightTermsFreight TermsInputType.numberDEFAULT
350countryOfOriginCountry Of OriginInputType.textFieldDEFAULT
360shipToIdShip To IddeferredSelectREFERENCE
370billToIdBill To IddeferredSelectPLANNING
380siteContactIdSite Contact IdInputType.numberREFERENCE
390arSalesRegionIdAr Sales Region IdInputType.numberREFERENCE
440glAcProfileHeaderIdGl Ac Profile Header IddeferredSelectREFERENCE
5400createdByCreated ByInputType.textFieldREFERENCE
5410creationDateCreation DateInputType.dateTimeREFERENCE
5420lastUpdatedByLast Updated ByInputType.textFieldREFERENCE
5430lastUpdateDateLast Update DateInputType.dateTimeREFERENCE


Actions allow you to change the status of the customer. The system creates customers in draft status. When you are ready to publish the customer and send it, change it to Confirmed. You can cancel a customer by clicking on the Cancel button. Similarly, you can close any customer by clicking on the Close button.