7. Customers and Orders


Customer is the entity for which Invoices are generated and from whom Payments are received. Managing customers by creating new customers and editing existing customers is straightforward.

The Customer here is a company and the Contact is the person within the company.

Quick guide to create a Customer

Fig 4.0 shows the navigational path for Creating a customer

Fig 4.1 shows the fields for Creating a customer

Fig 4.2 shows the path to store the address of a customer

Fig 4.3 shows the customer profile after a customer is created

Note: Not all the fields are mandatory. A customer can be created just by entering only the compulsory fields.
For a B2C customer, the mandatory Company Name field can be removed by changing the profile settings in System>>Customer Care>>Customer Settings

Exercise 2 – Create a sample Customer relevant to your organization. [5 minutes]


An order is an association between a Plan and a Customer; it indicates that the Customer wishes to subscribe to a particular subscription Plan and provides the terms around it such as the start and end dates, the quantities involved, etc. The Order is a one-time act, and the resulting invoices generated are periodic occurrences resulting from the Order.

One customer may purchase more than one Plan by placing multiple Orders (for example a customer may buy a voice plan and a separate data plan in the case of a telecom provider). Each Order is associated with exactly one Plan.

Quick guide to create an Order:

Fig 4.4 shows the customer search

Fig 4.5 shows the New Order button

Fig 4.6 shows the Order dropdown

Fig 4.7 shows the Charges details

Exercise 3 – Create a sample Order using the customer from the previous exercise relevant to your organization. [2-3 minutes]