🎯 Customer 360°
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🔍
Pick a customer above to load their complete profile — value, behaviour, profitability, payment performance, credit risk and transactions.
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- Contact person
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- Phone
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- Address
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- Type / Region
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- Sales rep
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- Payment terms
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- Credit note
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- Discount
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💳 Credit position
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Exposure —
Max allowed —
Credit limit
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Max allowed
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limit + tolerance
Credit invoice dues
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Unrealized cheques
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Total exposure
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dues + uncleared cheques
Available credit
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📊 Customer KPIs
📈 Monthly sales trend
🏆 Top purchased products
| Item | Qty | Value |
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🔁 Buying behaviour
- Order frequency
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- Avg days between
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- Average order size
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- Last 90 days
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- Trend
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- Last purchase
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- Customer since
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⏳ Receivable aging
📄 Recent transactions
| Invoice | Date | Order | Value | Balance | Status |
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| Order | Date | Due | Value | Status |
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| Order | Date | Due | Value | Status |
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| Delivery | Date | Vehicle | Value | Status |
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| Receipt | Date | Method | Amount | Status |
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🛡️ Credit approvals
| Ref | Document | Amount | Exposure | Limit | Excess | Reason | Requested | Approved | Status |
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