Customer

How to | See Also | Summary

• Customer detail is important for Approval Memo, Issue credit and credit note amount to known customer, at Receipt and payment and also during retail sale order so in point of sale we will create customer for sale transaction.

Saturation:
Greetings indicating respect such as Mr, Mrs, Ms etc
First Name*:
First name is set mandatory indicating by * means it is must to specify valid first name of customer.
Last name ::
Last name is customer's surname.
Address:
Address is the place or area detail where customer lives.
Locality:
Locality is the area of the specified address, it will automatically pick city, state and country from locality master.
Mobile No.:
The customer's Mobile number is used to inform customer for any new promotional scheme by calling and sms.
Email :
Email id of customer is used for sending any new promotional scheme or discount sale scheme update.
Phone No.:
Phone number is landline number is used for calling purpose.
Dnd Status:
If checked means the customer will able to receive promotional email's and sms, Unchecked means customer will not able receive any enail and sms.

How To:

• Add new Customer

Add new Customer :

1. Click On Customer Block.
2. Now, Customer Search form will get open up.
3. Click On Add new Customer Button.
4. Now new customer creation form will get open .
5. Now start specify the detail, First specify the Salutation from list.
6. Now specify the first name.
7. Specify customer's last name.
8. Now specify the address of customer.
9. Specify the locality, if you have not created the locality it will cause message,"Specified locality not exist into master, would you like to add new locality " Click yes and Locality master page will get open see this...
10. If locality exists then Specify Customer Phone number.
11. Now, Specify Email address and Phone number.
12. Tick On Dnd if you want to send promotional messages to customer.
13. Click On Save Button.

See Also: Locality