Customers & Categories

Everything for maintaining customer master records — their linked user account, addresses, categories, sales and credit settings, and tax identifiers — plus the two supporting look-up lists: Customer Categories and Advocate Associations.

Customer Resource

Nav: Customers → Customers. This is the master list of every customer account.

Columns

Filters

Creating or editing a customer

Select New customer on the list, or Edit on a row. The form is the same for both, except User is locked once the record is created (a customer can never be re-pointed at a different user).

Section: Customer Details

Every relationship field here is a search-as-you-type Select over User records, and each one displays candidates using the same label pattern: "{u_id} — {full name}" — so you're always choosing a person by their ID and name together, never a bare ID.

Section: Sales & Credit

Collapsible, collapsed by default.

Section: Tax & ID

Collapsible, collapsed by default.

Relation managers

Open a customer record (via Edit) to reach two tabs beneath the form.

Addresses

Every delivery, billing or office address recorded for this customer.

1. Select New address

   Opens the address form below. There is no limit on how many addresses a customer can have.

2. Choose the Type

   One of Primary, Billing, Shipping, Office or Other — required. A customer can have more than one address of the same type; the type is a label, not a uniqueness constraint.

3. Fill in the address

   label (a free-text name for the address, e.g. "Chamber No. 4"), street, street2, city, pincode_id and region_id (both searchable Selects — see Geography for how pincodes and regions are structured), state_code, country_code (defaults to IN), phone, mobile.

4. Set Default and Verified as needed

   is_default marks this as the address the customer's orders use unless another is chosen; address_verified marks that HO has confirmed the address is deliverable.

5. Save

   The address appears in the table with its Type, Street, City, and the Default/Verified icon columns. Use the row's Edit or Delete to change or remove it later.

Categories

The set of Customer Categories this customer belongs to (a customer can hold more than one — for example both Advocate and a firm-level category).

1. Select Attach

   Opens a pre-loaded picker of existing categories — you choose from categories already defined on the Customer Categories list, you cannot create a new one from here.

2. Pick the category and confirm

   The category's Name, Code and Air Type badge appear in the table.

3. To remove a membership, use Detach on its row

   Detaching only removes the link between this customer and the category — it does not delete the category itself. Select multiple rows and use the bulk Detach action to remove several at once.

Planned: merge and bulk import

Customer Category Resource

Nav: Customers → Customer Categories. Categories classify customers by their nature — used for commission calculation and to control whether a customer needs manual re-validation when they already have a draft sale order. Built — full create/edit/delete.

Columns

Filters

Creating or editing a category

Section "Category Details":

There are no relation managers on this resource — category membership is managed from the customer's own Categories tab described above, using Attach/Detach.

Advocate Association Resource

Nav: Customers → Advocate Associations. A reference list of advocate/bar associations by district and state, used elsewhere to associate a customer with the local bar body they belong to. This is the simplest resource in the whole console — plain field-level CRUD with no relationships in its form and no relation managers. Built.

Columns

Filters

Only one: Active Status, a three-way filter on is_active.

Creating or editing an association

Section "Association Details":

Where customer data is used next

A customer record's salesperson, credit settings and category feed directly into the sale-order lifecycle documented in Sale Orders — for example enforce_credit_limit/credit_limit govern whether an order needs credit approval, and do_not_accept_order blocks new orders outright. Addresses and their linked pincodes/regions come from the structures explained in Geography.