2.Customers

• We often refer to customers who have a relationship with the supplier as clients.
• A customer is an individual or business that purchases another company's goods or services.

Dashboard

• Customer dashboard will be shown as below image:
  
  
  
  
  
  

  2.1.Add Customer tab:

• Click on the Customer → + Customer tab by default and the display form will get open as per the image below.
  
  
  
  
  1.Name: Enter the name.
  2.Company type: Enter Company type
  3.Category: Select category
  4.Group: Select Group using dropdown.
  5.Email: Enter the Email Id.
  6.Type: Select Type using dropdown.
  7.Category: Select Category using dropdown.
  8.Mobile No: Enter the Mobile No.
  9.Client CRN: Enter the Client CRN.
  10.Tags: Enter the Tags.
  11.PAN No:Enter The Pan No.
  11.GST No: Enter The GST No.
  13.Owner: Enter owner name
  14.Demography: Select Demography from dropdown
  15.Fax: Enter fax number
  16.Website: Enter website URL
  17.Remark: Enter remark if required
• After filling all the mandatory fields click on the Submit button. On click of submit, Customer will be added successfully.
  
  
• Added Customer is displayed in Reports as shown in the below image.
  
• On click of the View icon, users can view service master details.
• On click of the Edit icon, users can edit service master details.