Customers

Purpose

The Customers module holds the file of the companies and people you sell to. Beyond the contact details, the record carries the commercial policy applied to the customer: discount, wholesale pricing, credit limit and payment terms.

It is also the entry point to the cross-cutting views of a customer: their status, their purchase history, their contacts and their projects.

Who can access this module?

The module is visible to accounts holding the Sales management right. Two separate sub-rights apply, set in Profiles: Clients → Consultation allows the records to be viewed, Clients → Gestion allows them to be created and edited.

Access

• Menu: Sales management → Customers
• Address: /clients
• Screen title: Clients

The customer list

The top bar contains ☰ side menu, 🏠 home, the Filtrer… field, the name of the signed-in account, the language selector and the account menu.

Column	Content
Raison sociale	The customer's name.
Téléphone	Their main number.
Email	Their email address.
Contact	The usual contact person.
Action	Six buttons, detailed below.

The list shows 50 customers per page, with the pagination controls above and below the table.

The six actions on a row

Button	Opens
✏️ Editer	The customer record, for editing.
🗑️ Supprimer	The deletion confirmation request.
📊 État	The customer's situation: profile, outstanding amounts, balances.
🧾 Historique achats	The list of what the customer has bought.
👥 Contacts	The contact persons attached to the customer.
📁 Projets	The customer's projects and their financial tracking.

Creating a customer

1. Click the ➕ button at the top left of the table. The Ajouter nouveau client window opens.
2. Fill in the Raison sociale — the only required field.
3. Complete the header and the collapsible sections as needed.
4. Click Enregistrer.

The green message « Client créé avec succès » confirms the save.

The record header

Field	Description
Raison sociale	The customer's name. Required.
Secteur	Their sector, drawn from Sectors.
Classification	Their stage in the sales cycle (see below).
Commercial	The salesperson in charge, chosen among the users. -- Aucun -- is possible.

The classifications

The Classification describes where the commercial relationship stands. The values run from the coldest contact to the most committed customer:

Classification	Meaning
Suspect	Contact identified, interest not verified.
Prospect froid	Weak or distant interest.
Prospect tièd	Confirmed interest, with no timeframe.
Prospect chaud	Confirmed interest with a purchase project.
Nouveau client	First order placed.
Client récurrent	Buys regularly.
Client attaché à la marque	Loyal, little affected by the competition.
Ambassadeur	Actively recommends the company.
Client perdu	No longer buys.

Keep the classification up to date

It is what tells a prospecting file apart from a portfolio of active customers. Updated as business goes along, it makes the list usable for follow-ups.

The "Coordonnées" section

Téléphone 1, Téléphone 2, Fax and Email.

The "Facturation et politique de prix" section

This is the commercial heart of the record.

Field	Description
Remise client	The discount usually granted.
Assujeti à la TVA	Tick box: the customer is liable to VAT.
Document d'exonération	The reference of the document supporting the exemption, where applicable.
Prix de gros	Tick box: the customer gets the wholesale price from the article record, rather than the unit price.
Limite de crédit	The outstanding-amount ceiling granted.
Conditions de paiements	The agreed payment term (see below).

The section also carries the billing address: number, street, postcode, town and country.

The payment terms

Term	Meaning
À la commande	Payment when the order is placed.
A la livraison	Payment when the goods are handed over.
Avance + à la livraison	Deposit at order time, balance on delivery.
À 30 / 45 / 60 / 90 jours nets	Payment at term, counted from the invoice.
À 30 / 45 / 60 / 90 jours fin du mois	Term pushed back to the end of the month concerned.
Negociées	Terms agreed case by case.
Personalisées	Terms specific to the customer.

The "Livraison" section

A separate delivery address — number, street, postcode, town, country — for customers delivered somewhere other than their billing address.

The "Contact" section

The main contact person: Nom complet, Fonction and their contact details. It is this name that appears in the Contact column of the list.

Several contact persons?

The record carries only one main contact. For the others, use the 👥 Contacts button on the row, which manages a full list of contact persons.

Editing a customer

1. On the row concerned, click the green ✏️ Editer icon.
2. The Modifier un client window opens with the current values.
3. Adjust, then click Enregistrer.

The message « Client modifié avec succès » confirms the save.

Changing the pricing policy does not change existing documents

Discount, wholesale pricing and payment terms apply to documents created afterwards. Quotations and orders in progress keep the terms in force when they were drawn up.

Deleting a customer

1. On the row concerned, click the red 🗑️ Supprimer icon.
2. The confirmation request « Êtes-vous sûr de vouloir supprimer ce client ? » appears.
3. Choose Annuler to give up, or Supprimer to confirm.

A refused deletion stays silent

If the customer appears on quotations, orders or invoices, the server may refuse the deletion. In that case, no message is displayed and the row stays in the table. Always check afterwards that the customer has indeed disappeared from the list.

For a customer who no longer buys, prefer the Client perdu classification over deletion: the history stays available.

The views attached to a customer

Customer status

The 📊 État button opens the Etat du client screen: the company profile — including its sector —, outstanding amounts and balances. This is the view to open before granting a new order to a customer whose outstanding amount is approaching their credit limit.

Purchase history

The 🧾 Historique achats button lists what the customer has bought. Useful for preparing a follow-up or checking a price already charged.

Contacts

The 👥 Contacts button manages the list of the customer's contact persons, beyond the main contact on the record.

Projects

The 📁 Projets button opens the tracking of the customer's projects: progress, revenue delivered, margin, collections and payment schedule.

Messages and troubleshooting

Situation	Message	What to do
Customer saved	Client créé avec succès / Client modifié avec succès	—
The company name already exists	Client en double, on a red background in the header	Check whether the record already exists before creating a second one.
Error while saving	Erreur in the window header	Close, reload the list and try again; contact support if the problem persists.
The Enregistrer button stays greyed out	—	The company name is empty.
The customer did not disappear after deletion	No message	They are probably used on documents.
The sector you want is not offered	—	Create it first in Sectors.
The session has expired	Automatic return to the sign-in screen	Sign in again and re-enter the data.

Known limitations in this version

• The sort arrows in the headers are decorative.
• A failed deletion produces no message.
• No format check on emails, phone numbers, the discount or the credit limit.
• The credit limit is management information: it does not prevent an order that would exceed it from being entered.

See also

• Sectors — the reference data behind the Secteur list.
• Quotations and Sales orders — the documents drawn up for a customer.
• Financial management → Receivables — tracking what your customers owe you.
• Suppliers — the equivalent record on the purchasing side.