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C Centrio ERP Centrio

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C Centrio ERP

Active company Company

User

Buyer Companies

Simple Domestic and Export buyer profiles, contacts, payment, delivery and compliance defaults.

Company action required

ALL

Buyers0

ACT

Active0

INA

Inactive0

BLK

Blocked0

RDY

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Buyer Directory

0 buyers

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Buyer	Contact	Country	Currency	Commercial Terms	Owner	Details	Status	Actions
Loading buyer companies Reading buyer master records for the selected company.

0 records

BUY

Buyer Master

Add Buyer Company

Save basic details now, or continue to contacts, commercial defaults and controls.

Add buyer basics

Buyer Basics

Select the market, then enter the buyer name and location.

Required fields marked *

ERP Company * Buyer Market * Legal Company Name * Trading / Display Name Country * Default Currency *

Domestic · India selected · INR/Road suggested. Tax IDs optional.

More buyer details Category, relationship, assigned owner and references Optional

Buyer Code Account Type Sales Region / State Buyer Reference Buyer Category Business Relationship Assigned Owner

Readiness Checks Optional details do not prevent saving; Sales Order requirements are shown separately Optional details

○Legal company name

○Country and currency

○Primary contact

○Billing / registered address

○Commercial defaults

Sales Order Readiness Buyer can still be saved before this becomes ready.

Not Ready

ActiveBuyer status

IdentityName, country, currency

ContactEmail or phone

AddressBilling / registered

CreditNo blocking hold

You can save without contacts or addresses. Add a contact and billing address before normal Sales Order use.

Contacts

Add the people your team actually works with.

No contacts added

You can continue now and add contacts later.

Addresses

Registered, billing, shipping or delivery locations.

No addresses added

You can continue now and add an address later.

These are defaults only. Final payment and shipping terms are confirmed on each Sales Order.

Payment Defaults

Keep the normal commercial setup here.

Not configured

Payment Method Credit Allowed? Credit Days Payment Terms / Instructions

Advanced Payment & Credit Controls Limits, approvals, risk, triggers and milestone split Optional

Credit Limit Credit Status / Risk Payment Trigger Advance % Balance %

Credit Control Credit Hold is independent from Buyer Status.

Credit Hold Approval Reference Review Date Approved By Credit Hold / Risk Notes

Delivery Defaults

Normal dispatch mode and delivery destination. Final terms can change on each Sales Order.

Shipment Mode Default Incoterm Default Destination Port Delivery Destination

More Shipping Details Price basis, carrier preference, marks and instructions Optional

Price Basis Preferred Transport Shipping Mark Delivery Instructions

Changes here affect future transactions only. Existing transaction snapshots remain unchanged.

Legal & Tax

Tax details are optional when saving. Domestic and Export buyers see their relevant fields.

Website GST Treatment GSTIN (if registered) PAN

Default Place of Supply GST State Code

EORI / Importer Number

Default Agent Optional sales agent or intermediary Optional

Agent Master ID Agent Name Agent Email Agent Phone Commission % Agent Notes

Status & Internal Controls

Controls new business use without changing historical transactions.

Buyer Status Sales Order Usage Block Reason * Internal Notes

Final Check

Confirm the buyer can be saved.

Not validated

Historical Sales Orders, invoices and export documents keep their saved buyer snapshot.

Step 1 of 4 No unsaved changes

BUY

Buyer Record

Buyer Company Details

Buyer master defaults, operational controls and downstream snapshot status.

Profile Active

Select a buyer

Buyer details will appear here.

Dependency status Historical Sales Orders, invoices and export documents retain their saved buyer snapshot.

Controlled Action

Change Buyer Status

Select the new status and record the business reason.

New Status * Reason *

Loading Buyer Master

Reading buyer companies, operational controls and commercial defaults.