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Customers

In customers, you can add new customer information in your desired language. You can update, delete and print your desired customer information.

 

Adding new Customer

To add new “Customers”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Click the “Add new “button on Customers page.

Enter name in “Customers Name” input box or if you want to enter Customers name in your desired language then click on “Manage Names” icon then prompt box will be appeared. Enter Customers name in your desired language.

Click “Proceed” button to save the information.

Enter Customers country name or click in “Country” input box then countries name list will be shown, select your desired country. Enter Customers post box no in “Post Box” input box. Enter Customers city name in “City” input box then enter zip code in “Zip Code” input box. Enter Customers address in “Address” input box.

Enter Customers phone no in “Phone 1” input box then enter Customers second phone no in “Phone 2” input box. Enter Customers email address in “Email 1” input box then enter Customers second email address in “Email 2” input box. Enter Customers fax no in “Fax 1” input box then enter Customers second email address in “Email 2” input box.

Enter Customers first reference name in “Reference 1” input box then enter Customers second reference name in “Reference 2” input box. Enter Customers first reference phone no in “Reference 1 – Phone” input box then enter Customers second reference phone no in “Reference 2 – Phone” input box. Enter Customers first reference email address in “Reference 1 – Email” input box then enter Customers second reference email address in “Reference 2 – Email” input box. Enter Customers security amount in “Security amount” input box then enter discount percentage in “Discount percentage” input box. Enter credit days in “Credit Days” input box.

Enter security amount in “Security amount” input box then enter credit limit in “Credit Limit” input box.Enter discount limit in “Discount Limit” input box then enter discount on payment in “Discount on Payment” input box.

Enter salesman code or click in “Salesman” input box then salesman code list will be drop down. Select your desired salesman code then selected salesman name will be appeared in “Salesman Name” input.

Enter sales area code or click in “Sales area code” input box then sales area code list will be drop down. Select your desired sales area code then selected sales area name will be appeared in “Sales Area Code” input box.

If you want to create new account then click on “Create” icon then prompt box will be appeared. Enter account code or click in “Control   Account Code” input box then account list will be drop down. Select your desired account and click “Save” button.

If you want to stop dealing with Customers then check “Stop Dealing” check box or if you do not want to stop dealing with Customers then, uncheck “Stop Dealing?” check box.

Click “Save” button to save the information.

 

Setting Customer Name.

To set “Customers Name, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter name in “Customers Name” input box or if you want to enter Customers name in your desired language then click on “Manage Names” icon then prompt box will be appeared. Enter Customers name in your desired language.

Click “Proceed” button to save customer name in your selected language.

Click “Save” button to save the information.

 

Setting Customer Account Code.

To set “Customers Account Code”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter account code or click in “Control Account Code” input box then account list will be drop down. Select your desired account then selected account code name will be appeared in “Account Name” input box.

If you want to create new account then click on “Create” icon then prompt box will be appeared. Enter account code or click in “Control  Account Code” input box then account list will be drop down. Select your desired account and click “Save” button.

 

Click “Save” button to save the information.

 

Setting for Stop Dealing with Customers.

To “Stop Dealing with Customersclick on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

If you want to stop dealing with Customers then check “Stop Dealing” check box or if you do not want to stop dealing with Customers then uncheck “Stop Dealing?” check box.

Click “Save” button to save the information.

 

Setting Credit Days and Credit Limit of Customers.

To set “Credit Days and Credit Limit of Customers”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter credit days in “Credit Days” input box then enter credit limit in “Credit limit” input box.

Click “Save” button to save the information.

 

Setting Discount Limit and Discount on Payment of Customers.

To set “Discount Limit and Discount on Payment of Customers”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter discount limit in “Discount Limit” input box then enter discount on payment in “Discount on Payment” input box.

Click “Save” button to save the information.

 

Setting Security amount of Customers.

To set “Security amount of Customers”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter security amount in “Security amount” input box.

Click “Save” button to save the information.

 

Setting Salesman Code of Customers.

To set “Salesman Code of Customers”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Update” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

Enter sales area code or click in “Sales area code” input box then sales area code list will be drop down. Select your desired sales area code then selected sales area name will be appeared in “Sales Area name” input box.

Click “Save” button to save the information.

 

Deleting Customer entry in Inventory.

To delete “Customers entry in Inventory”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Delete” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

A prompt will be displayed.

Click “Yes” button to delete the information.

 

Printing Customer information in Inventory.

To print “Customers entry in Inventory”, click on the “Inventory”, then “Masters”, then click “Customers”. Customers page will be displayed.

Select Customer by Navigation Bar or click on “Print” button.

Enter Customers code in “Customers Code” input box then click “Load” button. Selected Customers detail will be appeared.

A prompt will be displayed.

Click “Yes” button to print the information.

 

 

 


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