CUSTOMER

Create

You can create customer by following the given steps:

STEP-1: Click on Prospects --> Customers then click on Context menu -> Actions --> New Customer . The Customer form will appear.

STEP-2: Enter the Details.

STEP-3: To add Selectable Party, click on Add New button.

STEP-4: Enter the details of your party’s basic, Address, Statutory Commercial and Customer details.

STEP-5: Click on Save. Shortly you will receive a success message if you enter the correct entries.

List

Click on Prospects -> Customers. The list of customers will display.

Edit

You can edit your customer by following the given steps:

STEP-1: Select the customer that you want to edit. Right click on it. Select Edit Customer. The form will display.

STEP-2: Edit the details of Customer.

STEP-3: Click on Save button.

Browse

You can browse the customer by following the given steps:

STEP-1: Select the customer that you want to browse from the customer list, Right click on it. Select Browse Customer option.