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.