Sales
Add and manage customers
Create a customer with contact, PAN, credit limit and payment terms, read the profile with its orders and transactions, and disable one when needed.
Updated 12 September 2026
The customer record is the base for everything on the sales side. Sales orders, invoices, payments and receivables all link to it, so take a minute to fill it in carefully.
Create a customer
- Go to the left navigation panel.
- Click Sales.
- Open Customers.
- Click Add Customer.
Required fields:
- Customer Name
- Customer Phone Number
- Customer Email
Optional fields: landline number, customer location, PAN number, credit limit, payment terms, customer type and notes.
Two optional fields are worth filling in anyway. PAN number is what a business customer will ask for on the invoice. Credit limit is the most you are willing to let this customer owe you. Check it before you agree to the next udhaaro sale.
Customer Type classifies the customer into a group that can carry a discount percentage and is used for segmentation and reporting. See Set up customer types.
Click Save Customer to create the record, or Cancel to discard and return to the listing. A new customer is available in sales workflows immediately.
Import customers in bulk
If your customer list is already in a spreadsheet, use Import Customers on the customers page instead of typing it. The import uses the same four steps as other imports in Kuver Books: upload the file, match headers, match fields, finalise. Download the sample first and copy its column names.
Read a customer profile
From the customers listing, click the option field on a row. The left section shows the customer ID, name, contact number, email address, PAN number, credit limit, address and customer type.
The right section has four tabs:
- Overview: recent sales orders and transactions, with shortcuts to the full lists and logs.
- Sales Orders: every order for this customer, opening the order details.
- Transactions: the billing and payment history.
- Logs: system activity recorded against the customer.
Create Sales Order at the top starts a new order with the customer details already filled in.
Disable a customer
Disabling marks a customer inactive. They cannot be used on new transactions, their old data stays available, and the record moves to inactive records. Customers are disabled, not deleted, so old invoices and reports still show correctly.