Editor
Course content

Creating a New Customer


1. Go to the Sales app

2. Click on Orders > Customers



3. Click on New



4. Fill in the customer details and Save.



5. You can use the Contact & Addresses tab to add the details of contact persons.

6. Click on Add 

7. Enter the details and click Save & Close.


8. You can use the Sales & Purchase Tab to Add Salesperson, Delivery Method, Payment Terms and Pricelists there.



9. You can use the Accounting Tab to Add Bank Account Details.



10. You can use the Internal Notes Tab to add any Specific Notes.

11. Once done, click on Save.

Rating
0 0
Views
24 Total Views
0 Members Views
24 Public Views