Scenario:
A new customer is added to the organization for sales transactions.
Action:
User enters customer code, name, group, contact details, and saves the record.
Outcome:
Customer is created and available for use in sales and finance modules.
Scenario:
Customer has different billing and shipping addresses.
Action:
User defines and maps billing and delivery addresses.
Outcome:
System uses correct address during invoicing and dispatch.
Scenario:
Customer transactions require GST or other tax compliance.
Action:
User enters GSTIN, PAN, tax category, state, and tax group.
Outcome:
Taxes are calculated correctly in sales invoices and returns.
Scenario:
Customer is allowed credit-based sales with defined limits.
Action:
User assigns payment terms, credit limit, and credit days.
Outcome:
ERP controls credit exposure and tracks receivables.
Scenario:
Customer transactions occur in a specific currency.
Action:
User assigns transaction currency and pricing rules.
Outcome:
Sales orders and invoices follow correct currency and pricing.
Scenario:
Customer places a sales order.
Action:
User selects the customer in Sales Order / Invoice screen.
Outcome:
Sales transaction flows smoothly with auto‑fetch of master data.
Scenario:
Management needs customer-wise sales and outstanding analysis.
Action:
System generates reports grouped by customer.
Outcome:
Accurate insights into customer performance and receivables.