Customers Module - Manual | Accepio
The Customers Module is used to manage all your business contacts. Every price quote in Accepio is always tied to a specific customer, making this module one of the core pillars of the application.
A customer can be:
- an individual, such as a private person or sole proprietor,
- a company, for which you also record company identification details.
Customers are created in the system only once and can be repeatedly used when creating price quotes. This significantly reduces errors and speeds up your work.
Customer List
When you open the Customers module, a clear table with all saved customers is displayed. This table serves as the central directory of your contacts.
Customer Search
Above the table is a search field, allowing you to quickly filter customers. You can search by:
- company name,
- individual’s name,
- phone number,
- email address.
A space acts as a wildcard, meaning you don’t need to know the exact customer name. This feature is very practical when you have a large number of contacts.
Table Content
The table displays basic customer information:
- company name or individual’s name,
- address,
- email,
- phone number,
- custom fields, if defined and filled.
Each customer has a checkbox. By selecting one or more customers, you can access the option to delete them in bulk.
Import and Export of Customers
Accepio allows you to manage customers in bulk using Excel files.
Export Customers
Using the export button, you can export all customers matching the current filter to an XLSX file. This export is useful for:
- data backup,
- further processing in Excel,
- importing into another system.
Import Customers
When importing customers from Excel, first select the XLSX file. The system will then display an interface where you map the individual Excel columns to the fields in Accepio. This step is important to ensure the data is saved correctly.
Importing is ideal when migrating from another system or when you already have a customer database in a spreadsheet.
Adding a New Customer
You can add a new customer by clicking the Add button. A form will appear where you enter the basic information.
Customer Type
At the beginning, choose whether the customer is:
- an Individual
- a Company
The form automatically adjusts based on the selected type.
Individual Customer
For an individual, you mainly enter:
- Name (required),
- Address,
- Phone number,
- Email.
Customer – Company
For a company, the form expands to include:
- Company name (required)
- Contact person,
- Company ID, Tax ID, and VAT ID.
When entering company identification details, the system automatically searches the company in the financial registry, helping prevent errors and saving time.
Custom Fields and Notes
The form also includes:
- custom fields, which you can define according to your needs,
- an internal note, which is for your use only and is never visible to the customer.
Customer Details
By clicking on a specific customer, you can view their full details. Here you have a complete overview of all information stored for that customer.
In the customer details, you can:
- edit existing information,
- add missing information,
- delete the customer from the system.
Changes to customer data are automatically reflected in all future price quotes. Existing quotes remain unchanged, ensuring the consistency of historical data.
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