Customer Master
Credit limits, payment terms and full transaction history for every customer.
Maintain a complete customer master with credit limits, payment terms, and rate contracts. View outstanding balances, aging schedules, and full transaction history for every customer.
How Customers actually works.
Every steel mill has the same problem: who owes what, who pays late, and who do we still trust? The customer master is where Pipetal answers all three.
One screen per customer: contact, credit limit, days, regional info, rate contract, every quotation, order, DC, invoice and payment, and a clean aging breakdown of what is overdue. Owner can pull this up on phone and decide whether to ship the next truck.
Inside Customers.
Complete contact master
Multiple addresses (billing, shipping, gate), phone, NTN, region, salesperson tag.
Credit limit & days
Set per-customer credit cap and days, the system blocks orders that breach either.
Customer-specific rates
A rate contract per customer overrides the default rate sheet for every quotation.
Aging at a glance
Current, 30, 60, 90, 90+ buckets, with one-click drill-through to the open invoices.
Full transaction history
Every quote, order, DC, invoice, return and payment, in one timeline, downloadable as a customer ledger.
WhatsApp-ready statement
Send the full customer ledger as a PDF on WhatsApp directly from the customer screen.
Where Customers sits in the receivable flow.
A trader stops a delivery to a 90-day-overdue customer in 30 seconds.
A repeat customer wants 50 tons of GI pipe today. The salesperson opens the customer screen and sees: outstanding 28 lac, 90+ days overdue 18 lac, credit limit 25 lac. The order auto-blocks for approval. The owner takes 30 seconds to call the customer and demand a 10 lac payment before dispatch. That is 18 lac saved from going to a known late-payer.
What buyers usually ask.
Yes, the system uses an internal customer code. The name is just a label.
You raise a one-time credit override with reason and approver, captured in the audit trail.
Yes, you can split rate contracts by item category or by date range.
Related sub-modules
See Customer Master live, on your factory data.
A 15-minute discovery call is enough. Bring your messiest workflow, your most stubborn vendor dispute, your hardest reporting question. We will show you the screen.