> ## Documentation Index > Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt > Use this file to discover all available pages before exploring further. # 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 In the left navigation panel, click **Sales**. 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. Find customer records by customer name. Narrow the listing by customer type, credit limit, or status where available. Download customer records for reporting or external use. Toggle or open the inactive customer view when you need historical records. ## Customer table The customer table shows key customer information at a glance. Full name of the customer. Maximum credit exposure allowed for the customer. Category or group assigned to the customer. Primary customer contact number. Primary customer email address. 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. Go to **Sales > Customers**. Click **Add Customer** in the top-right area of the listing page. Fill in the required fields and any relevant optional fields. Click **Save Customer** to create the record. The new customer appears in the listing. ## Customer fields **Customer Name** — Full name of the customer. **Customer Phone Number** — Primary contact number. **Customer Email** — Primary email address. 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. Go to **Sales > Customers**. Click **Import Customers**. The import workflow page opens. Upload your customer data file. Supported formats are **CSV**, **XLSX**, and **XLS**. Map each spreadsheet column header to the corresponding Kuvera Arc customer field. Review mapped fields and adjust any mismatches. 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. * 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. Go to **Sales > Customers**. Click **Add Customer Type**. The Customer Types management page opens. Click **Add New Customer Type**. Enter a **Customer Type** name and optionally set a **Discount Percentage (%)**. Click **Save Customer Type**. The type becomes available when creating or editing customers. Name of the category, such as Wholesale, Retail, or VIP. 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. Go to **Sales > Customers**. Find the customer in the listing table using search or filters. Click the **Option** field on the customer row. Customer ID, name, phone, email, PAN number, credit limit, address, and assigned customer type. Sales orders, transactions, logs, and recent customer activity. ## Customer activity tabs Shows recent sales orders, recent transactions, and quick-access links to logs and history. Shows every sales order linked to the customer. Select any order to open its details. Shows customer financial transaction history, including invoice payments and balance movements. 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. Opens the Sales Order creation page with the customer field pre-filled. Opens the customer record for editing. Changes are reflected across sales modules and future transactions. 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. Filter customers by assigned customer group. Filter customers by minimum or maximum credit limit. 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. Downloads every customer record in the system, regardless of active filters. Downloads only the records currently visible, including filter or search conditions. Export customer records for spreadsheet use. Export customer records for document sharing. 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.