Manage and Organize Your Customer Records in Kuvera Arc

Create, import, categorize, and manage customer records in Kuvera Arc to power your sales orders, invoices, payments, and reporting workflows.

The Customers module is the central database for sales activity in Kuvera Arc. Before you raise a sales order, issue an invoice, or record a payment, create a customer record so sales documents and customer history stay organized.

The Customers module is core master data. Clean customer records flow into sales orders, invoices, payment tracking, and financial reports.

Access Customers

Customers in the Sales sidebar

1. Open Sales

   In the left navigation panel, click Sales.

2. Select Customers

   Click Customers from the submenu. The Customers Listing Page opens.

Customers listing page

The Customers Listing Page is the command center for customer management. Use it to search, filter, export, control display count, view inactive customers, and open customer profiles.

Customers Listing Page

Search customers

Find customer records by customer name.

Filter records

Narrow the listing by customer type, credit limit, or status where available.

Export data

Download customer records for reporting or external use.

Inactive customers

Toggle or open the inactive customer view when you need historical records.

Customer table

The customer table shows key customer information at a glance.

Customer table

Customer Name

Full name of the customer.

Credit Limit

Maximum credit exposure allowed for the customer.

Customer Type

Category or group assigned to the customer.

Customer Phone

Primary customer contact number.

Customer Email

Primary customer email address.

Option

Opens the Customer Details Page for that record.

The listing page is read-only. It provides access to management actions but does not let you edit customer data directly from the table.

Create a customer

Use Add Customer to create a new customer record manually. Once saved, the customer is available across sales workflows.

Add Customer button

1. Open Customers

   Go to Sales > Customers.

2. Click Add Customer

   Click Add Customer in the top-right area of the listing page.

3. Enter customer information

   Fill in the required fields and any relevant optional fields.

   Add Customer form

4. Save the customer

   Click Save Customer to create the record. The new customer appears in the listing.

Customer fields

Required fields

Customer Name — Full name of the customer.

Customer Phone Number — Primary contact number.

Customer Email — Primary email address.

Optional fields

Optional fields help create a more complete customer profile:

• Customer landline number — alternate contact number
• Customer location — physical or mailing address
• PAN number — tax identification for compliance
• Credit limit — maximum allowable outstanding balance
• Payment terms — default terms applied to orders and invoices
• Customer type — category used for segmentation and discounting
• Notes — freeform notes about the customer

Setting Credit Limit and Payment Terms at the customer level allows those values to be suggested when creating orders or invoices.

Import customers

Use Import Customers to upload multiple customer records at once.

Import Customers button

1. Open Customers

   Go to Sales > Customers.

2. Click Import Customers

   Click Import Customers. The import workflow page opens.

3. Upload your file

   Upload your customer data file. Supported formats are CSV, XLSX, and XLS.

   Upload customer file

4. Match column headers

   Map each spreadsheet column header to the corresponding Kuvera Arc customer field.

   Match customer headers

5. Verify field mappings

   Review mapped fields and adjust any mismatches.

   Match customer fields

6. Finalize the import

   Confirm the import. Valid records are added to the Customers Listing Page.

Click Download Sample on the import page before uploading your own file. The sample shows the expected columns and format.

Import behavior and rules

• File structure is validated before records are processed.
• Invalid or unmapped columns may block import completion.
• Successfully imported customers appear on the Customers Listing Page.
• Existing records are not overwritten unless your system configuration supports that behavior.
• The import process does not affect unrelated customer data.

Customer types

Customer Types group customers into reusable categories. A type can include a discount percentage that applies during sales transactions for customers in that group.

Customer Types management page

1. Open Customers

   Go to Sales > Customers.

2. Click Add Customer Type

   Click Add Customer Type. The Customer Types management page opens.

3. Click Add New Customer Type

   Click Add New Customer Type.

   Add New Customer Type button

4. Fill in type details

   Enter a Customer Type name and optionally set a Discount Percentage (%).

   Add Customer Type form

5. Save the customer type

   Click Save Customer Type. The type becomes available when creating or editing customers.

Customer Type

Name of the category, such as Wholesale, Retail, or VIP.

Discount Percentage

Default discount applied to customers in this group during sales transactions.

Customer Types are reusable. Assign the same type to multiple customers. Changes to a type apply going forward for new transactions.

Customer details page

The Customer Details Page gives a complete view of one customer, including profile data, sales history, transactions, and logs.

1. Open Customers

   Go to Sales > Customers.

2. Locate the customer

   Find the customer in the listing table using search or filters.

3. Open the details page

   Click the Option field on the customer row.

   Open Customer Details

Customer Details Page

Customer Basic Details

Customer ID, name, phone, email, PAN number, credit limit, address, and assigned customer type.

Customer Activity & Transactions

Sales orders, transactions, logs, and recent customer activity.

Customer activity tabs

Overview

Shows recent sales orders, recent transactions, and quick-access links to logs and history.

Sales Orders

Shows every sales order linked to the customer. Select any order to open its details.

Transactions

Shows customer financial transaction history, including invoice payments and balance movements.

Logs

Shows the system audit log for changes, actions, and events recorded against the customer profile.

Customer actions

Actions are available from the Customer Details Page.

Customer actions menu

Create Sales Order

Opens the Sales Order creation page with the customer field pre-filled.

Edit Customer Details

Opens the customer record for editing. Changes are reflected across sales modules and future transactions.

Disable Customer

Marks the customer as inactive.

Disabled customers:

• Cannot be selected in new transactions
• Remain accessible for historical reporting and audit purposes
• Move to the inactive customers view on the listing page

Disabling a customer removes them from active workflows immediately. Historical sales orders, invoices, transactions, and logs remain intact.

Filter customers

Use Filter Data to refine the Customers Listing Page without changing customer records.

Customer filter panel

Customer Type

Filter customers by assigned customer group.

Credit Limit Range

Filter customers by minimum or maximum credit limit.

Status

Filter by active or inactive status where available.

Filters apply only to the listing view. Clear filters to return to the full list.

Export customers

Use Export Data to download customer records.

Export Customers panel

Full Export

Downloads every customer record in the system, regardless of active filters.

Current View Export

Downloads only the records currently visible, including filter or search conditions.

XLSX

Export customer records for spreadsheet use.

PDF

Export customer records for document sharing.

CSV

Export customer records for data processing or integrations.

Exported files reflect the listing view at the time of export. Exporting never modifies or deletes customer data.