How to Create & Import Customers in Axanta ERP.

This documentation provides a clear and structured explanation of how to create, configure, and manage Customers and Vendors in Axanta ERP using the unified Partners concept. Axanta ERP treats customers and vendors under a single partner master, allowing businesses to streamline contact management while maintaining complete control over sales, purchase, and financial configurations.

enables users to manually create individual contacts or bulk-import large databases using Excel, ensuring accuracy, consistency, and efficient data management across the system. By centralizing all contact information, Axanta ERP helps reduce duplication, improve operational efficiency, and support smooth business transactions.

In this tutorial, you will learn the following:

• How the Partner Concept works in Axanta ERP and how customers and vendors are managed within a single master
• How to manually create partners, including multiple addresses and contact persons
• How to configure Sales and Purchase settings, such as price lists, supplier currencies, and partner roles
• How to set up Financial controls, including credit limits, receivables, and payables
• How to perform bulk partner imports using Excel with Axanta’s predefined import template
• Best practices for data mapping, including linking child contacts to parent companies and adding custom fields such as websites

By the end of this documentation, users will be able to efficiently manage customer and vendor data, minimize manual entry errors, and maintain a clean, well-structured partner database within Axanta ERP.