Add Customer

Maintaining a list of Customer is useful in providing better customer satisfaction.

Steps to add a customer

1. Go to Left Menu -> Sales

2. At top App Bar, click on Add icon, and select Customer.

3. New Customer page is created, add customer details, such as,

   • Name - Enter the name of the customer.

   • Email - Enter the email, if any.

   • Phone - Enter the phone, if any.

   • PAN - Enter the PAN, if any.

   • Company Name - Enter the name of the Company.

   • GSTIN / TRN - Enter the GSTIN number of the company.

   • Description - Enter more details about the company.

4. Click on Create Customer button.

The Customer is successfully created and it will be reflected in the Customer list.

Add Address

1. On Customer page, click Add icon of All Addresses

2. Enter the address details.

3. Click Save.

Add Vehicle Info

1. On Customer page, click on "More" tab

2. Click Add icon of Vehicle info.

3. Enter vehicle details and click Save.