Managing Customers

A customer is an individual or organization that purchases or receives goods or services from a business. In Tigg, customers are used to record and manage all sales-related transactions such as quotations, sales orders, invoices, credit notes, and payments.

Before recording any sales transaction in Tigg, the customer must first be created in the system.

To record sales transactions such as invoices or quotations, you must first create a customer in Tigg.

1. Go to Sales → Customers.
2. Click Add New.
3. Enter the customer details such as:
• Customer Name
• PAN (Permanent Account Number)
• Address
• Phone Number
• Email and other relevant details

     4 Click Save to create the customer.

By clicking Add More Details, additional fields become available that allow you to store more information about the customer and configure certain transaction settings.
Some of the commonly used fields include:

• Accept Purchase – Enable this option if the contact can also act as a supplier. This allows you to record purchase transactions with the same contact.
• Email – Email address of the customer for sending invoices, statements, or notifications.
• Credit Terms – Specifies the number of days allowed for the customer to make payment after an invoice is issued.
• Credit Limit – Maximum credit amount allowed for the customer. This helps control how much outstanding balance the customer can accumulate.

These additional details help businesses manage customer credit policies, communication, and transaction flexibility more effectively.

Once the customer is created successfully, the customer will be available for selection when creating sales transactions such as quotations, sales orders, invoices, and customer payments.

After a customer is created, you can open the customer profile to access additional options and manage customer-related information.

From the Customer Detail Page, you can perform the following actions:

• Edit customer details if any information such as address, phone number, or PAN needs to be updated.
• Mark the customer as inactive if the customer is no longer doing business with your organization.
• Create sales transactions such as quotations, sales orders, invoices, credit notes, or customer payments directly for that customer.
• Add contact personnel to store details of specific contacts within the customer’s organization.

In addition to managing basic customer information, Tigg also provides several tools to help manage communication and related activities.

You can also:

• Send Email or SMS directly to the customer from the customer detail page.
• Generate Customer Statements to view or share a summary of all transactions with the customer for a selected period.
• Generate Balance Confirmation Letters to request confirmation of outstanding balances from the customer.
• Create Tasks related to the customer, such as follow-ups, payment reminders, or sales activities.
• Upload and store documents related to the customer for easy reference.
• Create CRM Deals associated with the customer to track potential sales opportunities.

These features allow businesses to maintain a complete record of customer interactions, transactions, and communications in one place, helping improve customer relationship management and sales tracking.

Here is a clean documentation-style table suitable for your help article.

👉 Next Step 

With customers in place, the next step is to create quotations.

Quotations help you share prices and offers with customers before confirming an order.

➡️ Learn more: Creating Quotations