Customer

The Customers List serves as the centralized record of customer information used across sales, invoicing, and reporting modules in the ERP system.

How to Create a New Customer:

1. Go to Master Data Files.
2. Click Customers
3. Click Master List
4. Click Create New (F1)
5. Enter the details of the new customer.
6. Click Save (F2)

💡 Take note: In the initial setup, the data for customers will be uploaded from the filled-out template by the clients.

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How to Update the Customers:

1. Go to Master Data Files.
2. Click Customers
3. Click Master List
4. Select a customer and click the blue font text or Customer Code.
5. When the Client Details appears, click Edit (CTRL+E)
6. Enter the new details of the customer.
7. Click Save (CTRL+S)

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How to Activate / Inactivate the Customer:

1. Go to Master Data Files.
2. Click Customers
3. Click Master List
4. Click the yellow cycle icon or Inactive

o Click the green cycle icon or Active to activate the item.