Step 1: Add customer
To add a customer, access the "Contacts" module from the left side navigation bar. Then, click on "ADD" located on the left side.
Step 2: Complete the Customer Contact Form
Please complete the contact form, indicating whether you are an individual or a business. Additionally, provide your mobile number, email, and any other necessary information.
Step 3: Add more information
To include additional details, click "Add More Information." Here, you can input the supplier's tax number, opening balance, addresses (including city, country, and zip code), and VRN if applicable. Feel free to utilise any custom fields for further necessary information.
Step 4: Save Changes
Once you've completed all modifications, ensure to click the "Save" button to safeguard your changes.
Step 5: Manage your Customers
After saving changes, you can view all customers and filter them by sales due, sales return, customer group and status (active or inactive), among other criteria. Additionally, you can export the supplier list in various formats such as CSV, Excel, or PDF, and even print directly. You have the option to control column visibility according to your preference.
To manage your customer, simply click on the action button in the respective customer row. From there, you can choose to add a payment, view, edit, delete, or deactivate the customer. Additionally, you can access the customer’s ledger, their sales from you, as well as any associated documents and notes.
