Company name field in customer

ERPNext
1

When select customer type as company why not showing enter company name only showing Customer name and person first name and last name fields any solution

2

Please help

3

your query about the Company Name field in ERPNext when Customer Type is set to “Company”, there is no direct Company Name field in the Customer doctype by default. there are two standard ways to handle this

  1. Via Contact:
    Create a new Contact linked to the Customer. In the Contact form, you will find the “Company Name” field where you can fill in the required details.

  2. Via Additional Customer Details:
    Scroll down to the bottom of the Customer form. Under the “Additional Customer Details” section, you can fill in the company-related information.

Both of these are standard practices in Frappe/ERPNext. If you require a dedicated Company Name field directly on the Customer form, it can be added via Customize Form.

1 Like
4

This makes me wonder whether I’m missing something, either in this reply or in the original question… It would make sense for the company name to be one of the first fields you see when you view a Customer. My assumption was that, if the customer is a company, then the “customer name” field should hold the name of the company; if the customer is an individual, then “customer name” should hold the person’s full name. In either case, that field is shown at the top of certain printed documents (Sales Order, for instance), which makes sense.

I suppose the developers could have made it so the field label switches to Company name for a company-type Customer… I suspect this could be done with a client script if deemed necessary.

As for the first name and last name fields mentioned by vikashji: I only see them when creating a Contact. (I’m on version 16.)

5

I guess it depends on how you define customer name. For me if I am dealing with an Individual I use their Full name and if they are Company I use the Company Name. That works well for us because we’ve chosen “Set by User” and prompt as the Naming Rule.