Our Tutorials

how to create a customer? - Checkout Progress

how to create a customer? - Checkout Progress

  • Go to navigation panel Customers
  • Select New to add new customers.
  • Customer Code can be generated Manually or Automatically
  • Enter the Name and Short Name of the customer.
  • Enter the Address and Delivery Address of the customers.
  • Add Country, City and Area.
  • Enter the Contact Details of the Customers such as Phone, Fax, Email, Website etc.
  • Add Accounting Details such as Main Account (where the customers payment is reflected)
  • If the customer is a company, add their Trade License No. & Expiry Date.
  • Select Company, Division and Salesman assigned to this customer.
  • Select the Pricelist to be assigned to this customer.
  • Select the desired Payment Type of the customer.
  • Set Credit Limit to the customer if any.
  • Enter TRN No. of the customer if it is a company
  • Add Remarks if any.
  • Finally, Save the customer by clicking the save option.

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