Customer Management

ERP ERP provides tools to maintain an organized and comprehensive customer database. This guide explains how to add, edit, and manage customer information.

1. Go to the Sales Module and click on 'Customers' in the sidebar.
2. To add a new customer, click 'Add Customer' and fill in the necessary details like name, contact, and address.
3. Assign a unique customer ID for easy tracking.
4. Edit customer details by selecting the customer from the list and clicking 'Edit.'
5. View sales history, outstanding invoices, and other records for each customer.
6. Use filters to find customers quickly based on criteria such as name, location, or account status.

• Go to the Sales Module and click on 'Customers' in the sidebar.
• To add a new customer, click 'Add Customer' and fill in the necessary details like name, contact, and address.
• Assign a unique customer ID for easy tracking.
• Edit customer details by selecting the customer from the list and clicking 'Edit.'
• View sales history, outstanding invoices, and other records for each customer.
• Use filters to find customers quickly based on criteria such as name, location, or account status.