Learn how to create, manage, and organize your customer database in ServX Pro.
Creating a New Customer
- Navigate to Commercial → Customers
- Click the "New Customer" button
- Enter the account name (company or individual)
- Select Account Type: Customer or Prospect
- Add contact person details (name, email, phone)
- Select classifications: Customer Type, Trade Type, Sales Area
- Assign a Sales Person and set Payment Terms
- Click "Save" to create the customer
Customer Information Fields
Basic Information
- Account Name - Business or individual name
- Account Type - Customer or Prospect
- Email - Primary contact email
- Image - Company logo
Classification
- Customer Type - Category (Retail, Wholesale)
- Trade Type - Industry sector
- Sales Area - Geographic region
- Pricing Type - Price list assignment
Sales Settings
- Sales Person - Assigned representative
- Payment Terms - Credit terms (COD, Net 30)
- Delivery Type - Shipping preference
- Visit Frequency - Service schedule
Contacts
- Contact Name - Person's name
- Contact Type - Primary/Secondary
- Phone/Mobile - Contact numbers
- Role/Department - Position info
Tips
- Add multiple contacts per customer for different departments
- Use the bulk import feature to add customers from spreadsheets
- Keep customer classifications updated for better reporting