| Role | Sales & Customers | Operations tabs (Turnover, Channels, SKUs, Categories, Shipping, Returns) | Financial tabs (Aging, GST, P&L) | Team tab |
|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Allowed | Not allowed | Not allowed |
| Accountant | Allowed | Not allowed | Allowed | Not allowed |
| Sales | Not allowed | Not allowed | Not allowed | Not allowed |
Overview
Stop digging through register books and WhatsApp chats to remember who paid and who still owes you. Every party you sell to lives here — phone, GSTIN, delivery addresses, credit standing — and each one carries a running ledger. Open a customer and you see the whole money story in date order: invoices raised, payments received, credit notes, and the balance after every line.
Where to find it
In the sidebar, open Customers. The list lives at /customers; tap any row to open that party's detail page at /customers/[id].
All five roles — Owner, Manager Operator, Sales, Accountant — see the list and the detail page. Add a new customer at /customers/new (OWNER, MANAGER and SALES) or bulk-import a spreadsheet at /customers/import (OWNER and MANAGER only — SALES cannot bulk-import). On mobile the same customers are reachable from the field apps.
The list header shows four counts at a glance: total, active, dormant, and new in the last 30 days.
Key concepts
- Voucher — one line in the ledger. Each is one of: an invoice (debit — they owe you), an invoice void (reverses a cancelled invoice as a credit), a payment received (credit), a payment refunded (debit), or a credit note (credit).
- Running balance — the figure after each voucher. The rule is simple: balance goes up by every debit, down by every credit. A positive balance means the customer owes you; a negative balance means you owe them (they are in advance).
- Default address — one address per customer is marked default and used for delivery. Set a new one and the old default is cleared automatically.
- Blacklist — a flag that marks a party as blocked; once set, the detail page shows a flagged chip on the customer.
- Aging — the outstanding amount split into buckets — Current, 1–30, 31–60, 61–90 and 90+ days — so you can see how stale the dues are.
Common workflows
/customers/import and upload a spreadsheet. Each row becomes a customer; rows with a duplicate phone are reported back so you can fix and re-run.The detail page also carries Orders, Returns, Notes and Documents tabs next to Ledger, each scoped to that one customer.
Role notes
This is the accuracy-critical part. Everyone can view customers and the ledger; what changes is who can edit the master and who can block a party.
| Role | View customers & ledger | Add or edit a customer | Add or edit addresses | Bulk import | Blacklist a customer |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Sales | Allowed | Allowed | Allowed | Not allowed | Not allowed |
| Accountant | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
- Owner can do everything here, including blacklist — blacklisting is OWNER-only.
- Manager can add and edit customers, manage their addresses and bulk-import, but cannot blacklist a customer — that toggle is withheld from Manager by default.
- Sales can create and update customers and add or edit their addresses, but cannot bulk-import, cannot delete an address, and cannot blacklist.
- Operator is read-only on the customer master: full view of customers and the ledger, but cannot create or edit a customer.
- Accountant sees customers and the full ledger for collections, but does not create or edit the customer master.
Tips & time-savers
The Ledger tab shows the most recent 10 vouchers on the detail page, newest activity at the bottom with the balance carried forward — enough to answer "where do we stand?" in one glance. Invoice references on the ledger are links: tap one to jump straight to that invoice.