Skip to main content
The customer catalog is the basis for issuing invoices correctly. Each customer stores their tax data, taxpayer type, and VAT (IVA) configuration, which the system applies automatically when the customer is selected in a sale.

​
Customer types (business_type)

​
Create a customer

1

Go to Sales → Customers → New Customer

2

Basic data

3

Tax identification

4

Contact and location data

Phone, email, country, department, municipality, and full address. In countries without a loaded catalog of departments and municipalities (for example, the United States), the state and city are entered as free text and printed on documents.
5

Special configuration

6

Contacts

In the Contacts tab you register the customer’s contact people, separated by area:Each contact has a name (required), job title, email, and phone. You can add several per type and they are saved together with the customer.
7

Save

The customer is immediately available in the POS and New Sale.

​
VAT exemption

When a customer has is_exent = true, upon selecting them in a sale:
  • The system automatically switches the document to exempt mode.
  • Taxable products are invoiced without VAT — the price is divided by 1.13 to obtain the base value.
  • The sale total reflects the price without tax, which is the amount the customer pays.
The exemption also applies to promotion discounts — combo and override_price prices are also divided by 1.13 for exempt customers.

​
Public institution

Customers marked as a public institution (is_public_institution = true) require specific document types according to local tax regulations. The system restricts the DTE types available when invoicing these entities.

​
Customer profile

From each customer’s detail (View detail in the list always opens the dedicated view) you can see:
  • Financial, technical, and administrative contacts.
  • Complete history of sales and quotes.
  • Outstanding receivable balance.
  • Tax and contact data.
The search in the list covers: trade name, legal name, email, phone, NRC, NIT, document number, and address.

​
Import and export with Excel

Export downloads the customer list in Excel. Import loads customers in bulk:
1

Click Import and download the template

2

Fill in one row per customer

  • Required: Name, Address, Country, Department, Municipality, Phone, Email, Customer Type.
  • Optional: Legal Name, Document Type, Document Number, NRC, NIT, Line of Business or Activity, VAT Exempt, Public Institution.
3

Upload the file and review the preview

Each row indicates whether it will be created or updated and any errors found.
4

Confirm the import

Only valid rows are imported. At the end a summary of created, updated, and errored rows is shown.
Country, department, and municipality must exist in the system (they are matched by approximate name). If the document number already exists in the branch, the customer is updated instead of duplicated. Customer Type accepts Natural Person, Legal Entity, or Final Consumer; VAT Exempt and Public Institution accept Yes / No.