Customer List

1. Go to the back-office and click on the option Accounts Receivable - Enquiry and then click on the option Customer List.




2. This Application is used for Adding New Customer with Account code,Account Bill to,Name, Last Name and ABN Number etc.

3. The following image Shows Add Customer Details.

4. In Above image click on Add New button then it will displays the following image.





5. Once you have completed the Customer List, clicking the Add button as shown below.

6. After Completing the Customer Details then go to Contact Details.

Contact Details :

1. Fields in this Contact Details include:

1. Phone1:
2. Phone 2:
3. Mobile :
4. Fax :
5. Email :
6. Website :

7. After Completing the Contact Details then go to Address then click on the Add New button as shown below.

Address :

8. After that select Address Type, Name, Address, Street, City, Country, State and Post Code fill the details then click on right symbol.

9. After Completing the Address then go to Financials.

Financials:

1. Fields in this Financials Details include:

10. After Completing the Financials then go to Marketing Details.

Marketing Details :

1. Fields in this Marketing Details include:

.1.1 Type : Print - P Email - E

1.2 Marketing : IN and OUT

11. After Completing the Marketing Details then go to Misc Details.

Misc :

1. Fields in this Misc Details include:

1,1 Account Group ID : Agent, Customers and Supplier
1.2 Sales Rep : Sales rep means that user name
1.3 Teritory ID : 0000 ,0001 etc..
1.4 Warehouse : Sri Hyderabad, Sri Store1 and Sri Store2
1.5 Shipping type : Express Post , Pickup from store etc..
1.6 Sales Channel : Business to Customer (B2C) and Business to Business (B2B).

12. After Completing the Misc Details. then go to Properties.

Properties :

13. After Completing the Properties then go to Transaction.

Transaction :

14. After Completing the Transaction then go to Notes.


Notes :





15. Click on the save button then details are saved.