# Customers

> The customer master record — general data, addresses, contact persons, commercial terms, price list, credit and balance.

URL: https://erpdocs.corexlogic.com/en/satis/ekranlar/musteriler

Customers and suppliers are kept in a **single master record**: the same company can be both. This screen is the
business partner list filtered by the customer role; the main screen is **Ana Veriler › İş Ortakları › İş Ortağı Ana
Verileri** (Master Data › Business Partners › Business Partner Master Data).

- **Type:** Screen
- **Module:** Sales
- **Menu path:** Satış › Ana Veriler › Müşteriler (Sales › Master Data › Customers)
- **Screen route:** `/erp/sales/customers`
- **Required permission:** `erp-partners-cards.view (görme) · .create (yeni kart) · .edit (düzenleme)`

## Customer list

![Customers list](https://erpdocs.corexlogic.com/en/en/img/screens/satis/musteriler.png)
1. New Business Partner — one card for customer and supplier
2. Import addresses and contacts from Excel
3. Tax / national ID number

Columns: **Kod** (Code), **Ünvan** (Name), **Rol** (Role; Müşteri — Customer / Tedarikçi — Supplier), **Merkez / Grup**
(Head Office / Group), **Vergi / TC No** (Tax / Turkish ID No.), **Vergi Dairesi** (Tax Office), **E-posta** (E-mail),
**Telefon** (Phone), **Durum** (Status). **Filters:** **Ara** (Search; code, name, tax no., e-mail or phone), **Rol**
(Role), **Şirket Grubu** (Company Group; if defined), **Durum** (Status; active / inactive).

Clicking a row opens the master record in **display** mode; to change it, click **Düzenle** (Edit) on the record. A
business partner master record is not deleted; to take it out of use, it is set to inactive. An inactive record cannot
be selected on new documents.

## Customer master record

![Business Partner Master — customer card](https://erpdocs.corexlogic.com/en/en/img/screens/satis/musteri-karti.png)
1. Identity — tax / national ID and tax office
2. Commercial terms — payment term, incoterm, credit
3. Sales — price list, rep, channel
4. e-Document — registered user and mailbox
5. Edit

### Header

| Field | Description |
|---|---|
| **Kod** (Code) | Converted to upper case; must be unique. |
| **Ünvan** (Name) | |
| Kimlik Türü · Vergi / TC No · Vergi Dairesi (ID Type · Tax / Turkish ID No. · Tax Office) | The tax identification number must have 10 digits and a valid check digit. On a record for an individual (Turkish ID number, TCKN), **Ad** (First Name) and **Soyad** (Last Name) are required. |
| **Roller** (Roles) | Müşteri (Customer) and / or Tedarikçi (Supplier); at least one is required. |
| Aktif (Active) | |

### Tabs

| Tab | Content |
|---|---|
| Genel (General) | E-mail, phone; creation and last update time. |
| Şubeler (Branches) | Branch records linked to this record. |
| İlgili Kişiler (Contact Persons) | Full name, title, phone, e-mail. |
| Adres (Address) | The record's address: address, country, province, district, postal code. |
| Sevk Adresleri (Ship-to Addresses) | Addresses to which goods are delivered. |
| Ticari Şartlar (Commercial Terms) | Default payment term (days), shipping method and its note, shipping type. Proposed on sales orders; can be changed on the document. |
| Merkez ve Grup (Head Office and Group) | The head office and company group to which the record belongs. |
| Satış (Sales) | Only for the customer role: price list, delivery setting, customer item codes, sales areas. |
| e-Belge (e-Document) | e-Invoice / e-Archive information; a registered tax identification number is required. |
| Satış Belgeleri (Sales Documents) | The customer's recent sales orders, invoices and deliveries. |
| Bakiye (Balance) | Balance per currency, overdue amount, open items and credit limit. |
| Ekler (Attachments) | Files attached to the record. |

When you hover over a tab that cannot be used, the reason it is disabled is shown (e.g. "Kart müşteri rolünde değil" —
The record does not have the customer role).

### Adding contact persons and ship-to addresses

Rows added with **Kişi Ekle** (Add Contact; full name required) and **Adres Ekle** (Add Address; address name and street
required) are **saved immediately** — they do not wait for the record's **Kaydet** (Save) button. The first record added
becomes the default; the row's **İşlemler** (Actions) menu offers **Varsayılan Yap** (Set as Default), **Düzenle** (Edit)
and **Sil** (Delete). The default contact person and the default ship-to address are proposed automatically on new
quotations and sales orders.

### Sales tab {#satış-sekmesi}

- **Fiyat listesi** (Price list): the customer's price list is selected and saved with **Uygula** (Apply), independently
  of the record's **Kaydet** (Save) button. If there is no assignment, the default list applies; a customer-specific
  price, if any, takes precedence. Details: [Price lists](https://erpdocs.corexlogic.com/en/satis/ekranlar/fiyat-listeleri#fiyat-nasıl-belirlenir).
- **Müşteri kalem kodları** (Customer item codes): the customer's own product codes; used on documents and printouts.
- **Satış alanları** (Sales areas): price list, payment term, shipping method and shipping type per sales organization,
  channel and division.

### Credit limit and balance

The **Kredi Limiti** (Credit Limit) section on the **Bakiye** (Balance) tab shows the limit, exposure, remaining amount
and status: Limit içinde (Within limit) · Limit aşıldı (Limit exceeded) · Gecikme toleransı aşıldı (Overdue tolerance
exceeded) · Pasif (Inactive). The limit is not changed here; it is defined on the credit manager's screen. For a
customer without a credit profile, no credit check is performed on sales orders. This section is displayed for users
with permission to view credit data.

## Mass import

On the **Ana Veriler › İş Ortakları › İş Ortağı Aktarımı** (Master Data › Business Partners › Business Partner Import)
screen, customer master records are created or updated in bulk with an Excel (.xlsx) workbook: download the template,
fill it in, then click **Kontrol Et** (Check) first and **Aktar** (Import) afterwards. Ship-to addresses and contact
persons are imported with a separate workbook (the **Adres ve Kişi Aktarımı** (Address and Contact Import) button in the
list).

## Related screens

- [Price lists](https://erpdocs.corexlogic.com/en/satis/ekranlar/fiyat-listeleri) — the customer's prices.
- [Sales orders](https://erpdocs.corexlogic.com/en/satis/ekranlar/satis-siparisleri) — the record's commercial terms and addresses are proposed on the sales order.