Customer

Expert

By Ayman Hawari on 26 مارس 2023

Customer Creation

From Home --> Selling --> Customer
Go to the Customer list and click on New.
Enter Full Name of the customer. Also you can add a code to the customer.

Select Individual if the customer represents an individual or Company if the customer represents a company in Type field.
Select a Customer Group. You can create any group you need.
Select the Territory.
If the customer is being created against a lead, you can select the same in From Lead field.
You can allow create Sales Invoice without need to create a Sales Order
You can allow create Sales Invoice without need to create a Delivery Note

PRIMARY ADDRESS AND CONTACT DETAIL

YOU CAN ADD THE CUSTOMER AS A CONTACT WITH ALL HIS/HER INFORMATION. CAN CREATE A NEW CONTACT BY CLICK ON CREATE A NEW CONTACT
ADD HIS/ HER PRIMARY ADDRESS BY CLICK ON CREATE A NEW ADDRESS.

FOR MORE INFORMATIONS ON CUSTOMER CREATION : https://youtu.be/jiemvhsx5ys

المزيد من المقالات حول Sellling

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لا تعليقات حتى الآن. بدء مناقشة جديدة.

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